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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
2651
Grey Fox Wealth Advisors
Delaware
$33.5K +$32.1K +101 New
RJA
2652
Ross\Johnson & Associates
Minnesota
$33.2K – – –
SCA
2653
Stuart Chaussee & Associates
California
$33.2K – – –
STB
2654
S&T Bank
Pennsylvania
$32.2K – – –
AFG
2655
Albion Financial Group
Utah
$29.6K – – –
TCM
2656
TruNorth Capital Management
Michigan
$29.6K – – –
HHGA
2657
Halbert Hargrove Global Advisors
California
$28.9K +$18.8K +59 +211%
GA
2658
Guerra Advisors
Florida
$27.9K +$26.7K +84 New
MWPCG
2659
Measured Wealth Private Client Group
New Hampshire
$27.6K +$26.4K +83 New
AIM
2660
Access Investment Management
Georgia
$27.2K – – –
DFA
2661
DHJJ Financial Advisors
Illinois
$27.2K +$1.91K +6 +8%
MNA
2662
Manning & Napier Advisors
New York
$26.9K +$25.8K +81 New
HC
2663
Hoese & Co
Minnesota
$26.6K -$63.6K -200 -71%
CIA
2664
Cape Investment Advisory
Georgia
$26.2K -$135K -423 -84%
VWM
2665
Valley Wealth Managers
New Jersey
$25.2K +$14.6K +46 +153%
ECM
2666
Estabrook Capital Management
New York
$24.6K – – –
IW
2667
Imprint Wealth
South Carolina
$23.9K +$22.9K +72 New
DWM
2668
Dogwood Wealth Management
Kansas
$23.3K +$1.27K +4 +6%
CCM
2669
Cloud Capital Management
Washington
$23K +$22.3K +70 New
ACM
2670
Anfield Capital Management
California
$22.6K +$7.32K +23 +51%
PP
2671
Pacifica Partners
Canada
$22.3K – – –
FUBT
2672
First United Bank & Trust
Maryland
$21.6K +$12.7K +40 +160%
GCGDR
2673
Geo Capital Gestora de Recursos
Brazil
$20K – – –
RL
2674
Rogco LP
Oklahoma
$19.9K – – –
MAM
2675
Marquette Asset Management
Minnesota
$19.3K +$18.4K +58 New
105 106
107
108 109