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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2576
Pallas Capital Advisors
Massachusetts
$230K +$217K +679 New
PW
2577
PUREfi Wealth
Massachusetts
$230K +$217K +679 New
PFM
2578
Phillips Financial Management
Indiana
$229K +$217K +678 New
BWM
2579
Bullock Wealth Management
Indiana
$229K +$211K +659 New
ACA
2580
Affinity Capital Advisors
California
$229K +$206K +644 New
SL
2581
Salomon & Ludwin
Virginia
$229K -$15.7K -49 -7%
JIG
2582
Junk Investment Group
Maryland
$229K -$7.36K -23 -3%
BP
2583
BBR Partners
New York
$229K -$226K -707 -51%
OBGC
2584
O'Brien Greene & Co
Pennsylvania
$228K -$174K -542 -45%
SPFA
2585
Summit Place Financial Advisors
New Jersey
$228K -$39.4K -123 -15%
FPW
2586
Fairvoy Private Wealth
Alabama
$228K -$22.1K -69 -9%
AC
2587
AWM Capital
Arizona
$228K +$216K +675 New
WDG
2588
Wealth Dimensions Group
Ohio
$227K +$215K +672 New
FFC
2589
First Financial Corp
Indiana
$227K – – –
PD
2590
Planning Directions
Pennsylvania
$227K +$215K +671 New
PGA
2591
Portland Global Advisors
Maine
$227K -$3.2K -10 -1%
CCM
2592
Canal Capital Management
Virginia
$227K +$215K +670 New
ISS
2593
Intesa Sanpaolo SpA.
Italy
$227K -$158K -495 -42%
RFA
2594
Resurgent Financial Advisors
Georgia
$226K +$214K +669 New
HIS
2595
Harvest Investment Services
Illinois
$225K -$41.6K -130 -16%
TWA
2596
Talisman Wealth Advisors
New Jersey
$225K +$213K +666 New
KI
2597
KTF Investments
California
$225K +$213K +665 New
BWP
2598
Baldwin Wealth Partners
Massachusetts
$225K -$2.56K -8 -1%
WIM
2599
Warwick Investment Management
Texas
$224K +$212K +662 New
DWM
2600
Daner Wealth Management
Georgia
$223K +$208K +650 New
102 103
104
105 106