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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1501
Root Financial Partners
California
$62.4K +$60.7K +555 New
FA
1502
Financial Avengers
California
$62.4K -$4.92K -45 -8%
SWIM
1503
Smallwood Wealth Investment Management
New Jersey
$61.9K – – –
LWA
1504
Lowe Wealth Advisors
Maryland
$60.9K – – –
OA
1505
Operose Advisors
Wisconsin
$60.8K – – –
FFWM
1506
Future Financial Wealth Management
Ohio
$57.2K +$547 +5 +1%
POIA
1507
Pin Oak Investment Advisors
Texas
$57.1K – – –
ANBT
1508
American National Bank & Trust
Texas
$57K -$191K -1,750 -78%
TFM
1509
TFC Financial Management
Massachusetts
$56.3K – – –
HC
1510
Hoese & Co
Minnesota
$56.3K – – –
PSB
1511
Piscataqua Savings Bank
New Hampshire
$56.3K – – –
BAM
1512
Byrne Asset Management
New Jersey
$55.1K +$53.6K +490 New
ATC
1513
Adirondack Trust Company
New York
$53.2K – – –
RFA
1514
Reyes Financial Architecture
California
$52.1K – – –
BWAM
1515
Boyd Watterson Asset Management
Ohio
$51.8K – – –
HI
1516
Hoey Investments
Pennsylvania
$51.8K – – –
STB
1517
S&T Bank
Pennsylvania
$50.5K – – –
AW
1518
Avion Wealth
Texas
$50K +$1.42K +13 +3%
SCM
1519
Silvant Capital Management
Georgia
$49.4K – – –
TWD
1520
True Wealth Design
Ohio
$49.4K +$40.8K +373 +565%
GKIM
1521
GW&K Investment Management
Massachusetts
$49K -$5.36K -49 -10%
RA
1522
Rise Advisors
New York
$48.6K +$875 +8 +2%
NL
1523
NVWM LLC
Pennsylvania
$47K – – –
HWM
1524
Hemington Wealth Management
Virginia
$47K +$3.83K +35 +9%
SGK
1525
Steigerwald Gordon & Koch
Virginia
$46.8K +$45.5K +416 New
59 60
61
62 63