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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PMIM
2676
Prudent Man Investment Management
Colorado
$19K – – –
QL
2677
Quarry LP
New York
$18.6K +$17.8K +56 New
EPIMS
2678
Evelyn Partners Investment Management Services
$18.3K – – –
DPW
2679
DiNuzzo Private Wealth
Pennsylvania
$17.2K – – –
SC
2680
Swan Capital
Florida
$17.1K +$16.2K +51 New
ETS
2681
ESL Trust Services
New York
$16.6K – – –
LWMI
2682
Legacy Wealth Management (Idaho)
Idaho
$16.6K – – –
BFS
2683
Bare Financial Services
Pennsylvania
$16.3K +$3.82K +12 +32%
TWD
2684
True Wealth Design
Ohio
$16K +$954 +3 +7%
RWA
2685
Redmont Wealth Advisors
Illinois
$15.6K – – –
BI
2686
Binnacle Investments
Iowa
$15.3K – – –
SHIM
2687
Stone House Investment Management
Pennsylvania
$14.7K +$636 +2 +5%
CWA
2688
Carolina Wealth Advisors
South Carolina
$14.6K – – –
HCM
2689
Horrell Capital Management
Arkansas
$14.6K – – –
YP
2690
YANKCOM Partnership
South Dakota
$14.3K – – –
HWM
2691
HighMark Wealth Management
Minnesota
$14.3K -$6.36K -20 -32%
MBFW
2692
Morton Brown Family Wealth
Pennsylvania
$13.3K -$2.54K -8 -17%
VWA
2693
Valued Wealth Advisors
Utah
$13K +$1.91K +6 +18%
NSG
2694
Nalls Sherbakoff Group
Tennessee
$12.6K – – –
EPAM
2695
Evelyn Partners Asset Management
$12.6K +$12.1K +38 New
DCM
2696
Davidson Capital Management
Texas
$12.3K +$11.8K +37 New
RBC
2697
Roble Belko & Company
Pennsylvania
$12K +$11.1K +35 +1,750%
EP
2698
Essential Partners
California
$11.6K +$954 +3 +9%
AFWM
2699
Abich Financial Wealth Management
Virginia
$11.6K +$11.1K +35 New
GIM
2700
Gold Investment Management
Alberta, Canada
$11K – – –
106 107
108
109 110