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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
1376
Eagle Bay Advisors
New York
$7.37K – – –
AP
1377
Aspect Partners
Virginia
$6.49K – – –
EFP
1378
EnRich Financial Partners
Wisconsin
$6.05K – – –
SSG
1379
Summit Securities Group
New York
$6K +$6.12K +70 New
TIM
1380
Thompson Investment Management
Wisconsin
$5.97K – – –
CFS
1381
CGC Financial Services
Oregon
$5.35K – – –
AWM
1382
Abound Wealth Management
Tennessee
$5.19K – – –
AW
1383
Avion Wealth
Texas
$5K +$1.57K +18 +46%
CPA
1384
Clear Point Advisors
New York
$4.65K – – –
CWC
1385
Carolinas Wealth Consulting
North Carolina
$4.56K +$700 +8 +18%
UWS
1386
Unique Wealth Strategies
Illinois
$4.39K +$4.46K +51 New
DF
1387
Dunhill Financial
United Kingdom
$4.38K +$875 +10 +25%
PWMG
1388
Private Wealth Management Group
New Jersey
$4.21K – – –
TWD
1389
True Wealth Design
Ohio
$4.12K +$3.24K +37 +370%
PCM
1390
Penserra Capital Management
California
$4K – – –
UIA
1391
Ulland Investment Advisors
Minnesota
$4K – – –
LCM
1392
Logan Capital Management
Pennsylvania
$3.95K – – –
PCMC
1393
Planning Capital Management Corporation
Pennsylvania
$3.86K – – –
ACM
1394
Anfield Capital Management
California
$3.69K +$3.67K +42 New
FW
1395
Fairway Wealth
Ohio
$3.6K +$3.59K +41 New
IFAM
1396
Institutional & Family Asset Management
Colorado
$3.51K – – –
CP
1397
Camelot Portfolios
Ohio
$3.51K +$3.5K +40 New
CTWM
1398
Cherry Tree Wealth Management
Minnesota
$3.33K – – –
FFO
1399
Fortitude Family Office
Arizona
$3.25K +$3.24K +37 New
MLA
1400
MB, Levis & Associates
Pennsylvania
$2.96K +$87 +1 +3%
54 55
56
57 58