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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BRA
1326
Bender Robert & Associates
California
$231K – – –
GJIA
1327
Glass Jacobson Investment Advisors
Maryland
$231K – – –
PTC
1328
Philadelphia Trust Company
Pennsylvania
$230K +$223K +2,040 New
RDWM
1329
Red Door Wealth Management
Tennessee
$230K -$24.6K -225 -10%
LCM
1330
LCM Capital Management
Illinois
$229K – – –
CRC
1331
Curi RMB Capital
Illinois
$229K -$16.5K -151 -7%
MIM
1332
MTM Investment Management
South Carolina
$229K +$109 +1 +0%
SFC
1333
SYM Financial Corp
Indiana
$226K +$220K +2,013 New
BWMG
1334
Barnes Wealth Management Group
California
$226K +$220K +2,010 New
VWM
1335
Venturi Wealth Management
Texas
$226K -$2.08K -19 -0.9%
SFS
1336
Security Financial Services
Indiana
$225K +$219K +2,002 New
AWM
1337
Aries Wealth Management
Maine
$225K – – –
HFM
1338
Hartford Financial Management
Connecticut
$225K – – –
OFA
1339
Oak Family Advisors
Illinois
$225K – – –
CFM
1340
Catalyst Funds Management
Australia
$225K +$219K +2,000 New
AFW
1341
Atlantic Family Wealth
Florida
$225K -$2.52K -23 -1%
AIA
1342
AssuredPartners Investment Advisors
Florida
$225K +$219K +1,999 New
GFA
1343
Gallagher Fiduciary Advisors
Illinois
$225K -$219 -2 -0.1%
EAM
1344
Evanson Asset Management
California
$224K – – –
CA
1345
Carson Advisory
Georgia
$222K – – –
BWL
1346
Bogart Wealth LLC
Virginia
$222K +$1.31K +12 +0.6%
IBOK
1347
Independence Bank of Kentucky
Kentucky
$222K – – –
SWMG
1348
Signature Wealth Management Group
Georgia
$220K -$16.7K -153 -7%
QFA
1349
Quantum Financial Advisors
California
$219K – – –
KOC
1350
Koss-Olinger Consulting
Florida
$219K – – –
52 53
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55 56