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American Electric Power
AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2026
Optima Capital
Oregon
– -$25.8K -224 Closed
EWA
2027
EQ Wealth Advisors
Texas
– -$22K -191 Closed
TPBG
2028
Turning Point Benefit Group
Maryland
– -$21.1K -183 Closed
EPG
2029
Estate Planners Group
Pennsylvania
– -$15.9K -138 Closed
QL
2030
Quarry LP
New York
– -$13.8K -120 Closed
HHMI
2031
Howard Hughes Medical Institute
Maryland
– -$13.3K -115 Closed
GWM
2032
Greenline Wealth Management
Florida
– -$12.9K -112 Closed
RWPA
2033
Richard W. Paul & Associates
Michigan
– -$12K -104 Closed
IIM
2034
IFC & Insurance Marketing
California
– -$10K -84 Closed
LB
2035
Legacy Bridge
Iowa
– -$8.65K -75 Closed
GAFA
2036
Garton & Associates Financial Advisors
Kentucky
– -$7.94K -69 Closed
CA
2037
Cresta Advisors
Texas
– -$7.61K -66 Closed
CWM
2038
Cedar Wealth Management
California
– -$7.29K -63 Closed
AIM
2039
Access Investment Management
Georgia
– -$6.3K -56 Closed
SC
2040
Solstein Capital
California
– -$6.46K -56 Closed
CFFP
2041
Center for Financial Planning
Michigan
– -$4.73K -41 Closed
CFP
2042
Comprehensive Financial Planning
Pennsylvania
– -$4.73K -41 Closed
CP
2043
Camelot Portfolios
Ohio
– -$4.61K -40 Closed
WW
2044
Winnow Wealth
Texas
– -$4.41K -38 Closed
CCM
2045
Chilton Capital Management
Texas
– -$3.69K -32 Closed
SA
2046
Strategic Advocates
Utah
– -$3.6K -31 Closed
NWM
2047
Nova Wealth Management
Florida
– -$1.66K -14 Closed
QA
2048
Quattro Advisors
Pennsylvania
– -$922 -8 Closed
SFCL
2049
Strengthening Families & Communities LLC
Massachusetts
– -$807 -7 Closed
APW
2050
Atlantic Private Wealth
North Carolina
– -$581 -5 Closed
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