Institutional Owners for AEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 85 | 2.21 | 03-31-2024 |
| DIVERSIFIED TRUST CO | COM | 1302 | $338,545 | 3,932 | 0.00 | 0.00 | -171 | -4.17 | 03-31-2024 |
| CLEARSTEAD ADVISORS LLC | COM | 1303 | $359,073 | 3,923 | 0.00 | 0.00 | -674 | -14.66 | 03-31-2024 |
| CANNELL & SPEARS LLC | COM | 1304 | $335,790 | 3,900 | 0.00 | 0.00 | -450 | -10.34 | 03-31-2024 |
