Institutional Owners for AEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BRADLEY FOSTER & SARGENT INC/CT | com | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ESSEX SAVINGS BANK | COMMON STOCK | 1552 | $226,192 | 2,785 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PEOPLES FINANCIAL SERVICES CORP | COMMON STOCK | 1553 | $239,788 | 2,785 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | COM | Liquidated | $0 | 0 | 0.00 | 2,778 | +Inf | 03-31-2024 |
