Institutional Owners for AEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CATALYST WEALTH MANAGEMENT LLC | COM | 901 | $758,479 | 8,336 | 0.00 | 0.00 | 1,859 | 28.70 | 03-31-2023 |
| KEYSTONE FINANCIAL GROUP | Common Stock | 902 | $716,356 | 8,320 | 0.00 | 0.00 | 1,436 | 20.86 | 03-31-2024 |
| BAILARD INC | COM | 903 | $715,591 | 8,311 | 0.00 | 0.00 | -122 | -1.45 | 03-31-2024 |
| PATHSTONE FAMILY OFFICE LLC | COM | 904 | $724,320 | 8,264 | 0.00 | 0.00 | -113 | -1.35 | 06-30-2023 |
