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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BLFG
1326
Brian Low Financial Group
Louisiana
$302K – – –
CC
1327
Cornerstone Capital
California
$301K – – –
BFC
1328
Blue Fin Capital
Rhode Island
$301K – – –
AW
1329
Atlas Wealth
Ohio
$300K +$4.75K +38 +2%
WQ
1330
Wealth Quarterback
New Jersey
$300K +$1.25K +10 +0.4%
IFS
1331
Ifrah Financial Services
Arkansas
$300K -$6.38K -51 -2%
CFO
1332
CVA Family Office
Colorado
$299K +$30.5K +244 +12%
JAG
1333
Journey Advisory Group
Kentucky
$298K +$4.13K +33 +1%
ACA
1334
Affinity Capital Advisors
California
$297K -$13.4K -107 -5%
SWA
1335
Sax Wealth Advisors
New Jersey
$296K – – –
NPI
1336
New Perspectives Inc
Mississippi
$295K – – –
TWM
1337
TRB Wealth Management
Texas
$295K +$282K +2,250 New
QIM
1338
Quest Investment Management
Oregon
$295K -$12.5K -100 -4%
CM
1339
Capula Management
Cayman Islands
$295K +$281K +2,247 New
PCA
1340
Private Capital Advisors
Connecticut
$294K – – –
PJSIMP
1341
P.J. Schmidt Investment Management (PJS)
Wisconsin
$293K – – –
BFA
1342
Brendel Financial Advisors
New Hampshire
$292K -$125K -1,000 -31%
HBW
1343
Hazlett, Burt & Watson
West Virginia
$291K +$11K +88 +4%
PT
1344
Plimoth Trust
Massachusetts
$291K +$56.3K +450 +25%
IFU
1345
iSAM Funds (UK)
United Kingdom
$290K -$3.16M -25,219 -92%
SFS
1346
Security Financial Services
Indiana
$289K +$13K +104 +5%
WT
1347
Washington Trust
Rhode Island
$289K -$4.13K -33 -1%
LSL
1348
Legacy Solutions LLC
Pennsylvania
$289K +$876 +7 +0.3%
VFP
1349
Verus Financial Partners
Virginia
$289K +$125 +1 +0%
OL
1350
Optas LLC
Texas
$289K +$55.2K +441 +25%
52 53
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