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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1351
TRB Wealth Management
Texas
$322K +$13.2K +100 +4%
HIA
1352
Harbor Investment Advisory
Maryland
$321K – – –
OWA
1353
Octavia Wealth Advisors
Ohio
$319K -$164K -1,245 -35%
WAM
1354
WNY Asset Management
New York
$319K +$395 +3 +0.1%
WFI
1355
West Family Investments
California
$317K +$17.5K +133 +6%
AWM
1356
Accel Wealth Management
Iowa
$316K -$1.45K -11 -0.5%
BLFG
1357
Brian Low Financial Group
Louisiana
$315K – – –
CC
1358
Cornerstone Capital
California
$315K – – –
BFC
1359
Blue Fin Capital
Rhode Island
$314K – – –
BWP
1360
Balboa Wealth Partners
Arizona
$314K -$182K -1,384 -38%
AW
1361
Atlas Wealth
Ohio
$313K -$527 -4 -0.2%
CFO
1362
CVA Family Office
Colorado
$312K +$527 +4 +0.2%
IAN
1363
Integrated Advisors Network
Texas
$312K -$304K -2,311 -50%
IRP
1364
Investment Research Partners
Pennsylvania
$312K -$4.74K -36 -2%
MA
1365
MONECO Advisors
Connecticut
$312K +$300K +2,280 New
CBA
1366
Coastal Bridge Advisors
Connecticut
$312K -$12K -91 -4%
CSC
1367
Caldwell Sutter Capital
California
$310K -$5.67K -43 -2%
WQ
1368
Wealth Quarterback
New Jersey
$310K -$3.42K -26 -1%
IFS
1369
Ifrah Financial Services
Arkansas
$309K -$3.56K -27 -1%
OL
1370
Optas LLC
Texas
$308K +$6.72K +51 +2%
CA
1371
Carson Advisory
Georgia
$308K +$36.2K +275 +14%
NPI
1372
New Perspectives Inc
Mississippi
$308K – – –
WT
1373
Washington Trust
Rhode Island
$308K +$5.53K +42 +2%
JAG
1374
Journey Advisory Group
Kentucky
$307K -$4.35K -33 -1%
PCA
1375
Private Capital Advisors
Connecticut
$307K – – –
53 54
55
56 57