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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIM
1076
Eagle Ridge Investment Management
Connecticut
$225K – – –
PCA
1077
Private Capital Advisors
Connecticut
$224K – – –
ZIG
1078
Zullo Investment Group
Pennsylvania
$223K -$1.73K -19 -0.8%
SFS
1079
Stiles Financial Services
Minnesota
$223K +$1.82K +20 +0.9%
LFGH
1080
Lee Financial Group Hawaii
Hawaii
$222K – – –
GJIA
1081
Glass Jacobson Investment Advisors
Maryland
$221K +$212K +2,326 New
HL
1082
HeadInvest LLC
Maine
$220K +$211K +2,313 New
IA
1083
IFG Advisors
Missouri
$219K -$2.82K -31 -1%
WAL
1084
W Advisors LLC
Tennessee
$219K – – –
CC
1085
Cornerstone Capital
California
$218K +$209K +2,300 New
WA
1086
Waverly Advisors
Alabama
$217K +$208K +2,290 New
LJAC
1087
L.J. Altfest & Co
New York
$217K +$208K +2,282 New
MSWM
1088
McGlone Suttner Wealth Management
Wisconsin
$216K +$207K +2,279 New
MGIA
1089
Moneta Group Investment Advisors
Missouri
$216K -$47.9K -526 -19%
TNBTD
1090
Trustmark National Bank Trust Department
Mississippi
$216K -$41K -450 -17%
AIM
1091
Alhambra Investment Management
Florida
$216K +$207K +2,270 New
SSWM
1092
Strait & Sound Wealth Management
California
$215K +$207K +2,270 New
EFL
1093
ERn Financial LLC
Wisconsin
$214K -$10.6K -116 -5%
UPC
1094
Utah Peaks Capital
Utah
$214K +$205K +2,251 New
ACIM
1095
Azimuth Capital Investment Management
Michigan
$214K +$205K +2,250 New
CA
1096
Carson Advisory
Georgia
$213K +$205K +2,248 New
RFA
1097
Register Financial Advisors
Georgia
$213K +$204K +2,244 New
BHBT
1098
Burke & Herbert Bank & Trust
Virginia
$213K +$204K +2,239 New
FFG
1099
Fortem Financial Group
California
$213K +$204K +2,241 New
ESB
1100
Essex Savings Bank
Connecticut
$212K -$55K -604 -21%
42 43
44
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