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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2726
Hutchinson Capital Management
California
$212K +$205K +574 New
AGC
2727
Aspen Grove Capital
Colorado
$212K +$205K +574 New
LRIC
2728
Long Road Investment Counsel
Michigan
$212K +$205K +573 New
BWM
2729
BlackDiamond Wealth Management
New York
$212K +$211K +589 New
TA
2730
TrueWealth Advisors
Alabama
$211K +$204K +571 New
SGWP
2731
Sun Group Wealth Partners
California
$211K +$204K +571 New
LGG
2732
Luts & Greenleigh Group
Maryland
$211K +$204K +571 New
AC
2733
AWM Capital
Arizona
$211K +$204K +570 New
OAM
2734
Occidental Asset Management
California
$211K -$75.1K -210 -27%
MSRI
2735
Michael S. Ryan Inc
New York
$211K +$204K +570 New
RFG
2736
REAP Financial Group
Texas
$211K +$24.3K +68 +14%
SWTS
2737
Stonehaven Wealth & Tax Solutions
Wisconsin
$210K -$188K -526 -48%
WW
2738
Wright Wealth
Georgia
$210K +$203K +567 New
WBWA
2739
William B. Walkup & Associates
South Carolina
$209K – – –
CPA
2740
Capital Planning Advisors
California
$209K +$202K +565 New
CFC
2741
Coyle Financial Counsel
Illinois
$209K +$202K +565 New
WFA
2742
WestHill Financial Advisors
California
$209K +$202K +565 New
AW
2743
Avion Wealth
Texas
$209K -$47.6K -133 -19%
MCA
2744
MSH Capital Advisors
Arizona
$209K +$202K +564 New
WPP
2745
Whalerock Point Partners
Rhode Island
$209K +$202K +564 New
KFS
2746
Kelly Financial Services
Massachusetts
$209K +$202K +564 New
SC
2747
Stephens Consulting
Michigan
$207K +$716 +2 +0.4%
IF
2748
Intrua Financial
Texas
$207K -$19K -53 -9%
AA
2749
Addison Advisors
Vermont
$206K -$3.94K -11 -2%
CTI
2750
Community Trust & Investment
Kentucky
$206K +$199K +557 New
108 109
110
111 112