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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWL
2701
Generations Wealth LLC
Ohio
$204K +$193K +604 New
AW
2702
Avion Wealth
Texas
$204K +$7.04K +22 +4%
WSWA
2703
Warren Street Wealth Advisors
California
$204K +$193K +602 New
WBC
2704
West Branch Capital
Massachusetts
$203K -$608K -1,898 -76%
SC
2705
Summa Corp
Texas
$203K -$99.3K -310 -34%
1IA
2706
1620 Investment Advisors
Massachusetts
$203K – – –
MS
2707
Monetary Solutions
Ohio
$203K – – –
AMIM
2708
Aull & Monroe Investment Management
Alabama
$203K +$192K +600 New
CP
2709
Capital Planning
Washington
$203K +$192K +600 New
MCWS
2710
McKinley Carter Wealth Services
West Virginia
$203K +$192K +600 New
OIC
2711
Orion Investment Company
Missouri
$203K +$192K +600 New
PFA
2712
Pinnacle Family Advisors
Missouri
$203K +$192K +600 New
RBC
2713
Romano Brothers & Co
Illinois
$203K +$192K +600 New
SCA
2714
STALEY CAPITAL ADVISERS
Pennsylvania
$203K +$192K +600 New
VCM
2715
Violich Capital Management
California
$203K +$192K +600 New
CCWP
2716
Cedar Cove Wealth Partners
Minnesota
$203K +$192K +599 New
TCMP
2717
Thrive Capital Management (Pennsylvania)
Pennsylvania
$203K +$192K +599 New
BWP
2718
Bernardo Wealth Planning
Pennsylvania
$202K +$191K +597 New
NPF
2719
Norris Perne & French
Michigan
$202K +$191K +597 New
PWM
2720
Partners Wealth Management
California
$202K +$191K +597 New
CC
2721
Cadinha & Co
Hawaii
$202K +$191K +596 New
IWA
2722
IVC Wealth Advisors
Pennsylvania
$202K +$191K +596 New
NEWAS
2723
N.E.W. Advisory Services
Wisconsin
$201K -$128K -400 -40%
ACM
2724
Aspen Capital Management
Idaho
$201K +$191K +595 New
HP
2725
Holistic Planning
Texas
$201K +$190K +593 New
107 108
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110 111