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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1026
Gibbs Wealth Management
Georgia
$565K +$176K +1,403 +48%
BWP
1027
Baldwin Wealth Partners
Massachusetts
$564K +$539K +4,305 New
PAM
1028
Panagora Asset Management
Massachusetts
$560K +$121K +965 +29%
EWS
1029
Evergreen Wealth Solutions
Pennsylvania
$559K +$150K +1,200 +39%
HWMO
1030
Heritage Wealth Management (Ohio)
Ohio
$558K +$57.3K +458 +12%
AI
1031
Arvest Investments
Arkansas
$557K -$13.3K -106 -2%
AIM
1032
Anchor Investment Management
South Carolina
$555K – – –
VWM
1033
Vigilare Wealth Management
Arizona
$554K -$18K -144 -3%
SLG
1034
Stanley-Laman Group
Pennsylvania
$554K – – –
LSA
1035
Leonteq Securities AG
Switzerland
$553K -$138K -1,100 -21%
NP
1036
Nilsine Partners
Colorado
$550K +$12.4K +99 +2%
WP
1037
Waycross Partners
Kentucky
$548K – – –
CA
1038
Calton & Associates
Florida
$547K -$1.09M -8,714 -68%
CIAS
1039
Capital Investment Advisory Services
North Carolina
$546K +$28.5K +228 +6%
RAM
1040
Redmond Asset Management
Virginia
$546K +$148K +1,180 +40%
CAM
1041
Cidel Asset Management
Ontario, Canada
$546K +$76.9K +615 +17%
CFD
1042
Creative Financial Designs
Indiana
$544K +$46.2K +369 +10%
IIC
1043
Ironwood Investment Counsel
Arizona
$543K -$81K -647 -14%
JCM
1044
J2 Capital Management
Michigan
$537K +$9.88K +79 +2%
LWP
1045
LMG Wealth Partners
Louisiana
$537K – – –
TCBWMS
1046
Texas Capital Bank Wealth Management Services
Texas
$536K -$81.6K -652 -14%
CS
1047
Cannell & Spears
New York
$535K +$51.2K +409 +11%
PFBT
1048
Parkside Financial Bank & Trust
Missouri
$535K -$152K -1,215 -23%
UB
1049
Umpqua Bank
Oregon
$531K -$38.3K -306 -7%
DI
1050
DAGCO Inc
Ohio
$531K +$375 +3 +0.1%
40 41
42
43 44