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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1276
Curi RMB Capital
Illinois
$371K -$3.69K -28 -1%
PIA
1277
Pinion Investment Advisors
Kansas
$370K +$1.05K +8 +0.3%
BMC
1278
Beaton Management Company
Massachusetts
$368K -$26.3K -200 -7%
WA
1279
Wealth Alliance
New York
$367K +$13.3K +101 +4%
RS
1280
R Squared
Hong Kong
$367K -$531K -4,028 -60%
CAG
1281
Carroll Advisory Group
Texas
$367K – – –
AW
1282
Apricus Wealth
South Carolina
$366K -$60.6K -460 -15%
DE
1283
Diversified Enterprises
Delaware
$366K -$13.8K -105 -4%
HA
1284
Herold Advisors
New York
$366K +$353K +2,678 New
BFS
1285
Bradley Foster & Sargent
Connecticut
$366K -$7.9K -60 -2%
CAM
1286
Cozad Asset Management
Illinois
$366K +$44.3K +336 +14%
DP
1287
Dearborn Partners
Illinois
$365K -$251K -1,908 -42%
LA
1288
Lifeworks Advisors
Michigan
$365K -$75.4K -572 -18%
PWA
1289
Phoenix Wealth Advisors
North Carolina
$364K +$23.2K +176 +7%
AWMM
1290
Aegis Wealth Management (Maryland)
Maryland
$364K -$790 -6 -0.2%
VCM
1291
Versant Capital Management
Arizona
$363K -$17.3K -131 -5%
JGIA
1292
Jackson Grant Investment Advisers
Connecticut
$363K +$1.32K +10 +0.4%
SEIA
1293
Signature Estate & Investment Advisors
California
$362K +$3.03K +23 +0.9%
GS
1294
GTS Securities
Florida
$362K -$750K -5,695 -68%
NG
1295
Navigation Group
California
$362K – – –
GM
1296
GeoWealth Management
Illinois
$361K -$406K -3,082 -54%
CCMG
1297
Clark Capital Management Group
Pennsylvania
$361K +$70.9K +538 +26%
JC
1298
JB Capital
Connecticut
$361K +$659 +5 +0.2%
SWM
1299
Shakespeare Wealth Management
Wisconsin
$360K – – –
ST
1300
Smithfield Trust
Pennsylvania
$358K – – –
50 51
52
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