Institutional Owners for AEP
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
JOEL ISAACSON & CO LLC COM 1351 $318,381 3,499 0.00 0.00 0 0.00 03-31-2023
CWA ASSET MANAGEMENT GROUP LLC COM Liquidated $0 0 0.00 0.00 302 9.47 12-31-2023
ABACUS PLANNING GROUP INC COM 1353 $282,646 3,480 0.00 0.00 -1 -0.03 12-31-2023
IGNITE PLANNERS LLC COM 1354 $293,084 3,466 0.00 0.00 249 7.74 03-31-2024
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