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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1076
D.J. St. Germain
Massachusetts
$547K -$4.74K -36 -0.9%
AAP
1077
Aristotle Atlantic Partners
Florida
$547K – – –
RAM
1078
Redmond Asset Management
Virginia
$546K -$23.2K -176 -4%
SFG
1079
Stonebridge Financial Group
California
$543K +$523K +3,971 New
CFM
1080
Compass Financial Management
Florida
$543K +$548K +4,159 New
JCM
1081
J2 Capital Management
Michigan
$543K -$17.4K -132 -3%
EM
1082
Excalibur Management
Massachusetts
$543K +$8.3K +63 +2%
CA
1083
Continuum Advisory
Idaho
$541K +$14K +106 +3%
BWM
1084
BCS Wealth Management
Tennessee
$539K -$5.01K -38 -1%
AG
1085
AlTi Global
New York
$538K +$18.7K +142 +4%
OCA
1086
OpenArc Corporate Advisory
Georgia
$536K +$48.3K +367 +10%
NIM
1087
Northeast Investment Management
Massachusetts
$534K – – –
SIG
1088
Sky Investment Group
Connecticut
$532K – – –
CT
1089
Caldwell Trust
Florida
$531K -$10.4K -79 -2%
FMWA
1090
Forvis Mazars Wealth Advisors
Missouri
$531K +$150K +1,139 +42%
RCA
1091
Ranch Capital Advisors
Florida
$531K +$13.2K +100 +3%
BFC
1092
Bedel Financial Consulting
Indiana
$529K – – –
RIG
1093
RiverFront Investment Group
Virginia
$529K +$204K +1,545 +67%
EPW
1094
Endeavor Private Wealth
Kansas
$528K -$79K -600 -13%
AI
1095
Atom Investors
Texas
$528K +$508K +3,858 New
IAIM
1096
International Assets Investment Management
Florida
$528K +$54K +410 +12%
CHC
1097
City Holding Co
West Virginia
$526K -$15.1K -115 -3%
MW
1098
MBL Wealth
North Carolina
$525K -$3.42K -26 -0.7%
GCP
1099
GSA Capital Partners
United Kingdom
$525K +$256K +1,941 +102%
BFM
1100
Boothbay Fund Management
New York
$525K +$109K +828 +28%
42 43
44
45 46