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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWP
2651
Cedar Cove Wealth Partners
Minnesota
$226K +$218K +610 New
SFS
2652
Strategic Financial Services
New York
$226K – – –
BPW
2653
BLVD Private Wealth
Kentucky
$225K – – –
KBFS
2654
Kohmann Bosshard Financial Services
Ohio
$225K – – –
1IA
2655
1620 Investment Advisors
Massachusetts
$225K -$11.1K -31 -5%
RW
2656
Regimen Wealth
Georgia
$225K +$358 +1 +0.2%
KWM
2657
KW Wealth Management
California
$225K +$218K +608 New
WDG
2658
Wealth Dimensions Group
Ohio
$225K +$218K +608 New
LFP
2659
Lakeshore Financial Planning
Michigan
$224K +$217K +606 New
CP
2660
Capital Planning
Washington
$224K +$215K +600 New
CC
2661
Clearwave Capital
California
$224K +$217K +606 New
KTC
2662
Kentucky Trust Company
Kentucky
$224K – – –
GWL
2663
Generations Wealth LLC
Ohio
$223K +$216K +604 New
RIAS
2664
Rachor Investment Advisory Services
Michigan
$223K +$216K +603 New
CVA
2665
Central Valley Advisors
California
$223K +$215K +602 New
BFO
2666
Biltmore Family Office
North Carolina
$223K -$4.29K -12 -2%
WIM
2667
Warwick Investment Management
Texas
$222K -$26.8K -75 -11%
WPA
2668
West Paces Advisors
Georgia
$222K +$215K +601 New
AMIM
2669
Aull & Monroe Investment Management
Alabama
$222K +$215K +600 New
FTC
2670
Farmers Trust Company
Ohio
$222K +$215K +600 New
MCM
2671
Marathon Capital Management
Maryland
$222K +$215K +600 New
MS
2672
Monetary Solutions
Ohio
$222K +$215K +600 New
PFA
2673
Pinnacle Family Advisors
Missouri
$222K +$215K +600 New
RCG
2674
Ridge Creek Global
Ohio
$222K +$215K +600 New
SCA
2675
STALEY CAPITAL ADVISERS
Pennsylvania
$222K +$215K +600 New
105 106
107
108 109