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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1851
Alerus Financial
North Dakota
$22.2K +$10K +76 +88%
AT
1852
Arlington Trust
Alabama
$20.5K – – –
HC
1853
Hara Capital
Washington
$20.5K – – –
MIM
1854
Marshall Investment Management
Colorado
$20.5K – – –
PP
1855
Pacifica Partners
Canada
$20.4K – – –
BT
1856
Banque Transatlantique
France
$20.2K – – –
AW
1857
Ankerstar Wealth
Texas
$20K – – –
WB
1858
Webster Bank
Connecticut
$19.6K +$1.58K +12 +9%
TAP
1859
Tounjian Advisory Partners
Florida
$19.1K -$2.91M -22,126 -99%
LWM
1860
Lodestone Wealth Management
Washington
$18.7K – – –
SAS
1861
Spurstone Advisory Services
Connecticut
$18.6K – – –
FGA
1862
Fortis Group Advisors
New Jersey
$17.1K – – –
W
1863
WealthCollab
Washington
$17K -$5.01K -38 -23%
PS
1864
Planning Strategies
Pennsylvania
$16.8K +$16.2K +123 New
RWS
1865
Retirement Wealth Solutions
Wisconsin
$16.3K – – –
FP
1866
Financial Perspectives
Minnesota
$16.3K -$2.37K -18 -13%
WAG
1867
Wilkerson Advisory Group
Missouri
$15.3K +$1.45K +11 +11%
FNWA
1868
Financial Network Wealth Advisors
Utah
$14.9K – – –
BFS
1869
Bare Financial Services
Pennsylvania
$14.6K +$4.87K +37 +53%
JSAM
1870
J. Safra Asset Management
New York
$14.4K – – –
RBC
1871
Roble Belko & Company
Pennsylvania
$14K – – –
RF
1872
Roxbury Financial
New Jersey
$14K – – –
S
1873
Sachetta
Massachusetts
$14K +$263 +2 +2%
RWM
1874
Raffa Wealth Management
District of Columbia
$14K +$1.58K +12 +13%
IWM
1875
IMG Wealth Management
Florida
$14K +$7.51K +57 +127%
73 74
75
76 77