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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2576
Boreal Capital Management
Florida
$105K +$21.3K +67 +27%
MMCM
2577
Murphy & Mullick Capital Management
New York
$105K +$8.91K +28 +10%
NCM
2578
Northwest Capital Management
Oregon
$104K – – –
CBT
2579
Crews Bank & Trust
Florida
$104K – – –
GWSA
2580
Global Wealth Strategies & Associates
Colorado
$100K – – –
OPTFSNA
2581
Old Point Trust & Financial Services N A
Virginia
$100K – – –
C
2582
Covestor
United Kingdom
$100K +$3.18K +10 +3%
GEA
2583
Glen Eagle Advisors
New Jersey
$98.4K +$14.9K +47 +19%
PB
2584
Pinnacle Bancorp
Nebraska
$97.7K – – –
GK
2585
Graney & King
New York
$97.2K +$318 +1 +0.3%
TC
2586
Tacita Capital
Ontario, Canada
$96.3K – – –
SIC
2587
SJS Investment Consulting
Ohio
$96K +$76.7K +241 +502%
RDFA
2588
Ritter Daniher Financial Advisory
Ohio
$95.7K – – –
PWMG
2589
Private Wealth Management Group
New Jersey
$94.3K – – –
RF
2590
Rossby Financial
Florida
$89.7K -$318 -1 -0.4%
VWM
2591
Vermillion Wealth Management
Minnesota
$89.3K +$318 +1 +0.4%
Q1WB
2592
Quest 10 Wealth Builders
Virginia
$89.3K -$26.7K -84 -24%
WAG
2593
Wiser Advisor Group
Arizona
$88K +$84.3K +265 New
TFA
2594
Transamerica Financial Advisors
Florida
$87K +$82.4K +259 +8,633%
AWM
2595
Accredited Wealth Management
Kentucky
$85.9K -$48.3K -152 -59%
AT
2596
Avalon Trust
New Mexico
$84K +$4.45K +14 +6%
WA
2597
WPG Advisers
Maryland
$83.4K -$954 -3 -1%
FCMT
2598
Founders Capital Management (Texas)
Texas
$83K – – –
FWM
2599
FSA Wealth Management
Massachusetts
$80.7K – – –
PWMA
2600
Pension & Wealth Management Advisors
Massachusetts
$80.3K +$3.5K +11 +5%
102 103
104
105 106