Institutional Owners for AEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TCG ADVISORY SERVICES LLC | COM | 1151 | $429,553 | 4,989 | 0.00 | 0.00 | 41 | 0.83 | 03-31-2024 |
| HEXAGON CAPITAL PARTNERS LLC | Stock | 1152 | $429,209 | 4,985 | 0.00 | 0.00 | 10 | 0.20 | 03-31-2024 |
| EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | COM | 1153 | $404,020 | 4,974 | 0.00 | 0.00 | -548 | -9.92 | 12-31-2023 |
| 9258 WEALTH MANAGEMENT LLC | Stock | 1154 | $427,666 | 4,967 | 0.00 | 0.00 | 10 | 0.20 | 03-31-2024 |
