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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2001
49 Wealth Management
Texas
– -$661K -5,044 Closed
S
2002
Steadtrust
Texas
– -$590K -4,500 Closed
BHPW
2003
Beverly Hills Private Wealth
California
– -$496K -3,788 Closed
WFP
2004
Worthington Financial Partners
Ohio
– -$495K -3,779 Closed
CCS
2005
Concentric Capital Strategies
Connecticut
– -$467K -3,560 Closed
EW
2006
Evoke Wealth
California
– -$451K -3,439 Closed
IPW
2007
Impact Partnership Wealth
Georgia
– -$427K -3,257 Closed
ALAM
2008
Asahi Life Asset Management
Japan
– -$420K -3,205 Closed
SC
2009
Sepio Capital
Utah
– -$416K -3,173 Closed
SWM
2010
Scissortail Wealth Management
Oklahoma
– -$397K -3,030 Closed
TIA
2011
Tandem Investment Advisors
South Carolina
– -$383K -2,924 Closed
WP
2012
WealthShield Partners
North Carolina
– -$380K -2,902 Closed
ISFAN
2013
Investor's Fiduciary Advisor Network
Washington
– -$363K -2,772 Closed
AAMC
2014
Asset Allocation & Management Company
Illinois
– -$347K -2,646 Closed
PCA
2015
Prosperity Capital Advisors
Ohio
– -$329K -2,513 Closed
SC
2016
Sapient Capital
Indiana
– -$312K -2,384 Closed
VCM
2017
Voleon Capital Management
California
– -$308K -2,348 Closed
IFU
2018
iSAM Funds (UK)
United Kingdom
– -$290K -2,216 Closed
CPA
2019
Capital Performance Advisors
California
– -$278K -2,120 Closed
TPI
2020
Trust Point Inc
Wisconsin
– -$273K -2,083 Closed
EHC
2021
Everett Harris & Co
California
– -$272K -2,079 Closed
GRR
2022
Golden Reserve Retirement
Ohio
– -$268K -2,045 Closed
KFA
2023
Krane Funds Advisors
New York
– -$271K -2,043 Closed
SCM
2024
Stevens Capital Management
Pennsylvania
– -$264K -2,016 Closed
WA
2025
Win Advisors
Florida
– -$263K -2,003 Closed
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81
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