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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2701
IVC Wealth Advisors
Pennsylvania
$202K +$191K +596 New
NEWAS
2702
N.E.W. Advisory Services
Wisconsin
$201K -$128K -400 -40%
ACM
2703
Aspen Capital Management
Idaho
$201K +$191K +595 New
HP
2704
Holistic Planning
Texas
$201K +$190K +593 New
BFWA
2705
Benchmark Financial Wealth Advisors
Florida
$201K +$190K +593 New
MAG
2706
M3 Advisory Group
Massachusetts
$200K -$32.7K -102 -15%
JWM
2707
JPL Wealth Management
Colorado
$198K +$29.5K +92 +19%
SWIM
2708
Smallwood Wealth Investment Management
New Jersey
$198K +$16K +50 +9%
CFS
2709
CGC Financial Services
Oregon
$197K – – –
SIS
2710
Strategic Investment Solutions
Illinois
$196K +$961 +3 +0.5%
TCA
2711
Trifecta Capital Advisors
Illinois
$195K +$320 +1 +0.2%
RFG
2712
REAP Financial Group
Texas
$194K -$961 -3 -0.5%
KFA
2713
Kelleher Financial Advisors
New York
$191K +$51.2K +160 +40%
MAFA
2714
MJT & Associates Financial Advisory
Minnesota
$187K +$3.52K +11 +2%
CIA
2715
Cape Investment Advisory
Georgia
$187K -$44.8K -140 -20%
GCM
2716
Gables Capital Management
Florida
$186K +$59.2K +185 +51%
AG
2717
AmeriFlex Group
Nevada
$185K +$4.48K +14 +3%
CCMI
2718
Creative Capital Management Investments
California
$182K +$11.5K +36 +7%
SFG
2719
Strive Financial Group
Indiana
$180K -$22.7K -71 -12%
VWA
2720
VSM Wealth Advisory
Maryland
$180K – – –
RDFA
2721
Ritter Daniher Financial Advisory
Ohio
$180K – – –
MWM
2722
Mascoma Wealth Management
New Hampshire
$180K – – –
CFD
2723
Creative Financial Designs
Indiana
$180K -$10.9K -34 -6%
PPC
2724
Park Place Capital
Alabama
$178K -$4.16K -13 -2%
MI
2725
Markowski Investments
Florida
$178K +$168K +525 New
107 108
109
110 111