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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1201
LeClair Wealth Partners
Ohio
$331K – – –
EW
1202
Evoke Wealth
California
$331K -$127K -1,079 -27%
BAAM
1203
Baker Avenue Asset Management
California
$330K -$50K -423 -13%
VW
1204
Vantus Wealth
Pennsylvania
$330K +$338K +2,862 New
IPWA
1205
International Private Wealth Advisors
California
$329K -$8.74K -74 -3%
TPI
1206
Trust Point Inc
Wisconsin
$329K -$12K -102 -3%
AWMM
1207
Aegis Wealth Management (Maryland)
Maryland
$329K -$16.7K -141 -5%
SH
1208
SLT Holdings
Arizona
$329K +$29.5K +250 +10%
CCFM
1209
Clear Creek Financial Management
Washington
$329K +$29.6K +251 +10%
SI
1210
Severin Investments
Missouri
$326K -$21.6K -183 -6%
BWL
1211
Bogart Wealth LLC
Virginia
$326K +$100K +849 +43%
ME
1212
McIlrath & Eck
Washington
$324K -$11.5K -97 -3%
DLA
1213
Douglas Lane & Associates
New York
$323K -$18.1K -153 -5%
CWM
1214
Chronos Wealth Management
Florida
$323K – – –
PIA
1215
Pinion Investment Advisors
Kansas
$323K +$118 +1 +0%
WC
1216
Wexford Capital
Florida
$322K +$112K +952 +52%
MCM
1217
McDonough Capital Management
Florida
$321K – – –
PFSC
1218
Peoples Financial Services Corp
Pennsylvania
$321K – – –
IA
1219
IFG Advisory
Georgia
$321K +$945 +8 +0.3%
GRR
1220
Golden Reserve Retirement
Ohio
$320K +$328K +2,777 New
WFS
1221
Widmann Financial Services
Maryland
$320K -$36.6K -310 -10%
FG
1222
Fiduciary Group
Georgia
$317K +$59.1K +500 +22%
XWL
1223
XXI Wealth LLC
Illinois
$317K +$325K +2,749 New
BFS
1224
Bradley Foster & Sargent
Connecticut
$316K -$19K -161 -6%
APW
1225
Austin Private Wealth
Texas
$316K -$236 -2 -0.1%
47 48
49
50 51