Institutional Owners for AEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CWM LLC | COM | 551 | $2,170,000 | 25,206 | 0.01 | 0.01 | -1,210 | -4.58 | 03-31-2024 |
| ROCKLINE WEALTH MANAGEMENT LLC | COM | 552 | $2,169,199 | 25,194 | 0.00 | 0.00 | 795 | 3.26 | 03-31-2024 |
| INDEPENDENT ADVISOR ALLIANCE | COM | 553 | $2,165,370 | 25,150 | 0.00 | 0.00 | 2,828 | 12.67 | 03-31-2024 |
| PFG INVESTMENTS LLC | COM | 554 | $2,154,079 | 25,018 | 0.00 | 25,018 | +Inf | 03-31-2024 |
