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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
1051
Sittner & Nelson
Oregon
$67K – – –
SFPG
1052
Stonebridge Financial Planning Group
Florida
$67K – – –
CFD
1053
Creative Financial Designs
Indiana
$66K – – –
IP
1054
Isthmus Partners
Wisconsin
$64K +$65K +755 New
HWM
1055
Holloway Wealth Management
Florida
$63K – – –
TI
1056
Truehand Inc
New Hampshire
$63K – – –
RAM
1057
Riggs Asset Management
Pennsylvania
$63K +$21.1K +245 +49%
AAP
1058
Arax Advisory Partners
Colorado
$63K +$63.8K +741 New
1IA
1059
1834 Investment Advisors
Wisconsin
$62K – – –
RDWM
1060
Red Door Wealth Management
Tennessee
$61K +$62.3K +724 New
DOA
1061
D'Orazio & Associates
Virginia
$60K – – –
CCMW
1062
Cypress Capital Management (Wyoming)
Wyoming
$59K – – –
TIM
1063
Tortoise Investment Management
New York
$59K – – –
CWA
1064
Clearview Wealth Advisors
Oregon
$58K -$39.1K -454 -40%
LF
1065
Lee Financial
Texas
$58K – – –
FI
1066
Financial Insights
Washington
$55.1K +$56.1K +651 New
AA
1067
Addison Advisors
Vermont
$54K +$54.6K +634 New
VCM
1068
Versant Capital Management
Arizona
$53K -$517 -6 -1%
OIA
1069
Optimum Investment Advisors
Illinois
$53K – – –
PSIWM
1070
Paradigm Strategies in Wealth Management
Minnesota
$52K – – –
ACA
1071
Atlas Capital Advisors
Wyoming
$51.6K +$517 +6 +1%
CT
1072
Clearstead Trust
Maine
$50K +$51.1K +594 New
TFM
1073
TFC Financial Management
Massachusetts
$49K – – –
LFG
1074
Larson Financial Group
Missouri
$49K +$42.4K +493 +573%
SFSIG
1075
San Francisco Sentry Investment Group
California
$48K – – –
41 42
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