Institutional Owners for AEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AMERITAS INVESTMENT COMPANY LLC | COM | 951 | $604,000 | 7,440 | 0.03 | 0.03 | 4,535 | 156.11 | 09-30-2021 |
| ROPES WEALTH ADVISORS LLC | COM | 952 | $554,131 | 7,367 | 0.00 | 0.00 | -2,617 | -26.21 | 09-30-2023 |
| PARALLEL ADVISORS LLC | Stock | 953 | $632,204 | 7,343 | 0.00 | 0.00 | 1,483 | 25.31 | 03-31-2024 |
| RETIREMENT GUYS FORMULA LLC | COM | 954 | $629,121 | 7,307 | 0.00 | 7,307 | +Inf | 03-31-2024 |
