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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2501
Medallion Wealth Advisors
Connecticut
$237K – – –
LFGO
2502
Legacy Financial Group (Oklahoma)
Oklahoma
$237K – – –
FWP
2503
FAS Wealth Partners
Kansas
$237K +$40.2K +120 +18%
B
2504
Bellecapital
Switzerland
$237K – – –
BC
2505
Brio Consultants
California
$237K -$36.9K -110 -13%
AWP
2506
Ascent Wealth Partners
New York
$237K +$18.8K +56 +8%
WH
2507
Willner & Heller
California
$235K +$3.69K +11 +1%
EIG
2508
Ellenbecker Investment Group
Wisconsin
$235K +$5.7K +17 +2%
VP
2509
Verum Partners
North Carolina
$235K +$45.6K +136 +21%
AIM
2510
Axiom Investment Management
New York
$234K +$260K +775 New
NECFA
2511
New England Capital Financial Advisors
Connecticut
$234K +$671 +2 +0.3%
MSR
2512
Main Street Research
Connecticut
$234K -$14.8K -44 -5%
TAP
2513
TSG Advice Partners
Ohio
$233K -$16.1K -48 -6%
GFG
2514
Goldstone Financial Group
Illinois
$233K -$14.1K -42 -5%
SFP
2515
Sandbox Financial Partners
Maryland
$233K – – –
EL
2516
EWA LLC
Pennsylvania
$233K +$28.8K +86 +13%
LOPW
2517
Live Oak Private Wealth
North Carolina
$233K – – –
NWM
2518
Nolet Wealth Management
Texas
$232K – – –
WMN
2519
Wealth Management Nebraska
Nebraska
$232K – – –
APWM
2520
Argonautica Private Wealth Management
Massachusetts
$232K +$258K +768 New
FCU
2521
Financial Concepts Unlimited
Maine
$230K +$255K +762 New
IAS
2522
IMA Advisory Services
Colorado
$230K +$335 +1 +0.1%
GWAG
2523
Garrett Wealth Advisory Group
Texas
$230K +$254K +759 New
CWA
2524
Consilium Wealth Advisory
Texas
$229K -$6.71K -20 -3%
MWA
2525
Motive Wealth Advisors
Michigan
$229K +$4.02K +12 +2%
99 100
101
102 103