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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
2626
Laurie J. Hall Trustee
$222K +$210K +656 New
BWM
2627
Buckley Wealth Management
Nevada
$222K -$115K -358 -35%
DJYG
2628
David J. Yvars Group
Florida
$222K +$210K +655 New
JFGLC
2629
Johnson Financial Group LLC (Colorado)
Colorado
$222K +$210K +655 New
HF
2630
Holcombe Financial
Georgia
$221K +$210K +655 New
HFO
2631
Heritage Family Offices
Arizona
$221K +$209K +654 New
PEWA
2632
Pacific Excel Wealth Advisors
California
$221K +$209K +654 New
TA
2633
Tactive Advisors
Florida
$221K -$52.8K -165 -20%
EIA
2634
Eldridge Investment Advisors
New Hampshire
$221K +$209K +652 New
FSCM
2635
Front Street Capital Management
Montana
$220K – – –
PWM
2636
PMG Wealth Management
Illinois
$220K +$208K +650 New
SIA
2637
Stegner Investment Associates
Kentucky
$220K +$208K +650 New
KWM
2638
Kingsman Wealth Management
Florida
$220K -$72K -225 -26%
AWMM
2639
Aegis Wealth Management (Maryland)
Maryland
$220K +$208K +649 New
CPW
2640
Cogent Private Wealth
Florida
$220K +$208K +649 New
OFW
2641
Omnia Family Wealth
Florida
$220K +$208K +649 New
AWP
2642
Avid Wealth Partners
Texas
$219K -$9.61K -30 -4%
BSI
2643
Bennett Selby Investments
Maine
$219K +$207K +648 New
OAM
2644
Occidental Asset Management
California
$219K +$207K +648 New
PFO
2645
PMG Family Office
Texas
$219K +$207K +648 New
OC
2646
Oarsman Capital
Wisconsin
$219K +$207K +648 New
ACA
2647
Atlas Capital Advisors
Wyoming
$219K +$85.8K +268 +71%
SHA
2648
Seneca House Advisors
Virginia
$219K +$207K +646 New
SHFP
2649
Second Half Financial Partners
Florida
$219K +$207K +646 New
FWP
2650
Falcon Wealth Planning
California
$218K -$72.4K -226 -26%
104 105
106
107 108