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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
951
Arvest Investments
Arkansas
$531K -$5.36K -49 -1%
AA
952
Addison Advisors
Vermont
$530K – – –
RW
953
Rockport Wealth
Ohio
$529K +$257K +2,347 +100%
VI
954
Versor Investments
New York
$528K -$171K -1,562 -25%
BIM
955
Bridges Investment Management
Nebraska
$528K +$15.1K +138 +3%
S
956
Steadtrust
Texas
$523K +$509K +4,650 New
DIP
957
Davis Investment Partners
North Carolina
$520K -$67.6K -618 -12%
CCA
958
Cobblestone Capital Advisors
New York
$518K +$8.75K +80 +2%
FB
959
Finward Bancorp
Indiana
$518K -$26.6K -243 -5%
MWM
960
Modern Wealth Management
Kansas
$517K +$12.9K +118 +3%
SPC
961
Spirepoint Private Client
Florida
$516K +$5.03K +46 +1%
CTI
962
Community Trust & Investment
Kentucky
$512K – – –
FSA
963
Franklin Street Advisors
North Carolina
$507K -$109K -1,000 -18%
RWM
964
Ritholtz Wealth Management
New York
$503K +$89.2K +815 +22%
SIG
965
Sky Investment Group
Connecticut
$503K – – –
WF
966
Welch & Forbes
Massachusetts
$501K -$2.08K -19 -0.4%
FGP
967
Freestone Grove Partners
California
$501K +$488K +4,456 New
ASC
968
Atalanta Sosnoff Capital
New York
$501K -$10.9K -100 -2%
SW
969
SVB Wealth
Massachusetts
$500K +$21.1K +193 +5%
HAG
970
HF Advisory Group
Maryland
$496K +$4.38K +40 +0.9%
BRWA
971
B. Riley Wealth Advisors
Florida
$494K +$55.4K +506 +13%
SWM
972
Sterling Wealth Management
Illinois
$491K +$49.3K +451 +12%
IP
973
Ignite Planners
California
$487K +$27.7K +253 +6%
BFA
974
Brown Financial Advisors
Ohio
$487K +$473K +4,325 New
MMG
975
Monetary Management Group
Missouri
$486K – – –
37 38
39
40 41