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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1651
CrossGen Wealth
North Carolina
$171K – – –
EP
1652
Evelyn Partners
$171K +$165K +1,250 New
CRI
1653
Commonwealth Retirement Investments
Virginia
$171K +$164K +1,248 New
PWAM
1654
Private Wealth Asset Management
Iowa
$170K -$17.8K -135 -10%
CSPIA
1655
Cary Street Partners Investment Advisory
Virginia
$170K +$17.3K +131 +12%
BCM
1656
Blume Capital Management
California
$169K – – –
ZBNA
1657
Zions Bancorporation, National Association
Utah
$169K -$38.3K -291 -19%
APW
1658
Acima Private Wealth
Virginia
$167K – – –
1IA
1659
1620 Investment Advisors
Massachusetts
$162K – – –
CA
1660
Crewe Advisors
Utah
$160K -$395 -3 -0.3%
GWM
1661
Gilpin Wealth Management
Colorado
$157K – – –
NRG
1662
Nemes Rush Group
Michigan
$155K +$4.22K +32 +3%
VR
1663
Vision Retirement
New Jersey
$145K +$5.8K +44 +4%
API
1664
Asset Planning Inc
California
$144K +$14.2K +108 +11%
CFM
1665
Cornerstone Financial Management
Massachusetts
$142K +$95K +721 +225%
AF
1666
Avanza Fonder
Sweden
$142K – – –
HFS
1667
Hughes Financial Services
Virginia
$142K +$2.9K +22 +2%
A
1668
Allianz
Germany
$141K +$136K +1,030 New
LFA
1669
LGT Financial Advisors
Texas
$138K +$790 +6 +0.6%
RDFA
1670
Ritter Daniher Financial Advisory
Ohio
$138K +$395 +3 +0.3%
TCA
1671
Trifecta Capital Advisors
Illinois
$137K +$132 +1 +0.1%
SA
1672
SRH Advisors
Kansas
$137K – – –
HC
1673
Hoese & Co
Minnesota
$137K +$65.9K +500 +100%
TFM
1674
TFC Financial Management
Massachusetts
$131K +$1.32K +10 +1%
OC
1675
Oakworth Capital
Alabama
$131K – – –
65 66
67
68 69