Institutional Owners for AEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| UNITED CAPITAL MANAGEMENT OF KS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -569 | -15.84 | 03-31-2024 |
| CHICAGO TRUST CO NA | COM | 1452 | $260,107 | 3,021 | 0.00 | 0.00 | 89 | 3.04 | 03-31-2024 |
| XML FINANCIAL LLC | COM | 1453 | $243,811 | 3,002 | 0.00 | 0.00 | 211 | 7.56 | 12-31-2023 |
| LMG WEALTH PARTNERS LLC | COM | 1454 | $258,300 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
