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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
901
Linscomb Wealth
Texas
$322K -$4.36K -44 -1%
BWM
902
BCGM Wealth Management
Indiana
$320K -$20.6K -208 -6%
OPS
903
Orion Portfolio Solutions
Nebraska
$319K -$127K -1,286 -28%
CAM
904
Cypress Asset Management
Texas
$319K – – –
BO
905
BRR OpCo
Ohio
$317K -$52.9K -534 -14%
LA
906
Latitude Advisors
Florida
$316K -$647K -6,524 -66%
WT
907
Washington Trust
Rhode Island
$316K -$396 -4 -0.1%
SFG
908
Sovereign Financial Group
Connecticut
$316K +$1.19K +12 +0.4%
CA
909
Cornerstone Advisory
Maryland
$314K -$403K -4,063 -55%
LIM
910
Leavell Investment Management
Alabama
$314K – – –
GWA
911
Gibson Wealth Advisors
Texas
$312K – – –
CPA
912
Court Place Advisors
Maryland
$310K – – –
FDS
913
First Dallas Securities
Texas
$309K -$9.91K -100 -3%
HC
914
Hamilton Capital
Ohio
$309K +$3.07K +31 +1%
GRP
915
Global Retirement Partners
California
$308K -$2.58K -26 -0.8%
BIM
916
Bullseye Investment Management
Ohio
$308K – – –
BFS
917
Bradley Foster & Sargent
Connecticut
$308K +$65.5K +661 +26%
EH
918
Equitable Holdings
New York
$307K -$81.8K -825 -21%
CA
919
Calton & Associates
Florida
$307K -$29.1K -294 -8%
MGIA
920
Moneta Group Investment Advisors
Missouri
$307K +$32K +323 +11%
CFAM
921
Center For Asset Management
Florida
$306K +$316K +3,186 New
AWM
922
Accurate Wealth Management
Florida
$304K -$20.4K -206 -6%
LFG
923
Lockerman Financial Group
California
$304K +$1.88K +19 +0.6%
GLA
924
Good Life Advisors
Pennsylvania
$303K +$7.43K +75 +2%
DAM
925
Delta Asset Management
Tennessee
$302K – – –
35 36
37
38 39