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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
901
Modera Wealth Management
New Jersey
$639K +$8.74K +74 +1%
4WM
902
4J Wealth Management
Virginia
$639K +$655K +5,544 New
AC
903
Apella Capital
Connecticut
$638K +$69.9K +592 +12%
MIP
904
Marietta Investment Partners
Wisconsin
$635K +$651K +5,510 New
SDAM
905
Shulman DeMeo Asset Management
New York
$635K +$2.48K +21 +0.4%
AP
906
Atwood & Palmer
Missouri
$634K – – –
CK
907
Cohen Klingenstein
New York
$634K – – –
BOJHT
908
Bank of Jackson Hole Trust
Wyoming
$634K +$25.3K +214 +4%
AWE
909
Avidian Wealth Enterprises
Texas
$632K +$48.9K +414 +8%
FCM
910
Fourpath Capital Management
Oklahoma
$630K -$237K -2,004 -27%
ACM
911
Advisors Capital Management
New Jersey
$629K -$55.7K -472 -8%
RWM
912
Ritholtz Wealth Management
New York
$627K +$114K +969 +22%
SC
913
SouthState Corp
Florida
$625K -$125K -1,062 -16%
CWA
914
Centennial Wealth Advisory
Michigan
$625K -$591 -5 -0.1%
GWMR
915
GC Wealth Management RIA
Massachusetts
$624K -$893K -7,559 -58%
TFG
916
Taylor Financial Group
Virginia
$620K – – –
NPT
917
Nixon Peabody Trust
Massachusetts
$619K +$11.8K +100 +2%
AC
918
Avestar Capital
New York
$617K +$11.5K +97 +2%
BIA
919
Barry Investment Advisors
Massachusetts
$616K +$2.72K +23 +0.4%
ASC
920
Atalanta Sosnoff Capital
New York
$614K +$104K +878 +20%
LSA
921
Leonteq Securities AG
Switzerland
$613K +$256K +2,171 +69%
PFBT
922
Parkside Financial Bank & Trust
Missouri
$611K +$26.5K +224 +4%
CIG
923
Cascade Investment Group
Colorado
$607K +$8.74K +74 +1%
EPW
924
Endeavor Private Wealth
Kansas
$606K -$123K -1,043 -17%
EP
925
Edgestream Partners
New Jersey
$606K -$8.51M -72,043 -93%
35 36
37
38 39