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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1426
Seamount Financial Group
Colorado
$222K +$3.07K +26 +1%
DA
1427
Dover Advisors
Virginia
$222K – – –
BBP
1428
Banco BTG Pactual
Brazil
$222K +$227K +1,923 New
BWG
1429
Balanced Wealth Group
Ohio
$222K +$945 +8 +0.4%
SL
1430
Sentinus LLC
Illinois
$220K +$226K +1,911 New
HBT
1431
Hills Bank & Trust
Iowa
$220K +$19K +161 +9%
RZH
1432
Relyea Zuckerberg Hanson
Connecticut
$220K -$472 -4 -0.2%
CGH
1433
CMG Global Holdings
Texas
$220K – – –
OWA
1434
Octavia Wealth Advisors
Ohio
$220K -$222K -1,883 -50%
EFMH
1435
E Fund Management (HK)
Hong Kong
$219K +$175K +1,482 +401%
LCM
1436
LVM Capital Management
Michigan
$219K – – –
RSWM
1437
Robertson Stephens Wealth Management
California
$219K +$224K +1,898 New
VCP
1438
Vista Capital Partners
Oregon
$218K +$5.55K +47 +3%
APA
1439
Astoria Portfolio Advisors
New York
$218K +$195K +1,648 New
RA
1440
Ransom Advisory
Rhode Island
$216K +$9.8K +83 +5%
TFS
1441
Thoroughbred Financial Services
Tennessee
$216K -$47.7K -404 -18%
CPA
1442
Capital Performance Advisors
California
$216K +$591 +5 +0.3%
WA
1443
Wealth Architects
California
$215K +$2.13K +18 +1%
EW
1444
Element Wealth
Mississippi
$215K +$945 +8 +0.4%
BWP
1445
Burling Wealth Partners
Illinois
$215K +$1.53K +13 +0.7%
LAM
1446
Longboard Asset Management
Arizona
$215K – – –
WG
1447
Warner Group
Connecticut
$214K – – –
NAMNJ
1448
NorthStar Asset Management (New Jersey)
New Jersey
$214K +$219K +1,855 New
TI
1449
tru Independence
Oregon
$214K +$219K +1,852 New
OFA
1450
Oak Family Advisors
Illinois
$213K -$17.7K -150 -8%
56 57
58
59 60