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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
2751
Harbour Investment Management
Washington
$203K -$895K -2,500 -82%
CAIM
2752
Catherine Avery Investment Management
Florida
$203K – – –
HWMC
2753
Heritage Wealth Management (California)
California
$203K +$197K +550 New
OCPWS
2754
One Charles Private Wealth Services
Massachusetts
$203K +$197K +550 New
CA
2755
COFG Advisors
Illinois
$203K +$196K +548 New
AGC
2756
August Group Capital
$202K +$196K +548 New
KFG
2757
Kelly Financial Group
Connecticut
$202K +$196K +547 New
TWM
2758
Topsail Wealth Management
North Carolina
$202K +$195K +546 New
PPC
2759
Park Place Capital
Alabama
$202K +$1.79K +5 +0.9%
ACC
2760
Acorn Creek Capital
Colorado
$201K +$195K +544 New
BOSSRA
2761
B.O.S.S. Retirement Advisors
Utah
$201K +$194K +543 New
MAFA
2762
MJT & Associates Financial Advisory
Minnesota
$201K – – –
CAP
2763
Cordoba Advisory Partners
New York
$201K +$194K +543 New
TWP
2764
Tempus Wealth Planning
California
$201K +$194K +543 New
VI
2765
Versor Investments
New York
$201K +$194K +542 New
IWM
2766
IMG Wealth Management
Florida
$200K +$11.5K +32 +6%
WLPWM
2767
Walled Lake Planning & Wealth Management
Illinois
$200K +$194K +541 New
AT
2768
Arlington Trust
Alabama
$198K -$191K -534 -50%
MWM
2769
Mascoma Wealth Management
New Hampshire
$197K -$31.5K -88 -14%
VWA
2770
VSM Wealth Advisory
Maryland
$197K – – –
RDFA
2771
Ritter Daniher Financial Advisory
Ohio
$196K +$87K +243 +84%
SEP
2772
Signature Equity Partners
Ohio
$196K +$190K +530 New
AG
2773
AmeriFlex Group
Nevada
$196K -$51.9K -145 -21%
WPA
2774
Wealth Preservation Advisors
Tennessee
$196K +$358 +1 +0.2%
LGWM
2775
Litman Gregory Wealth Management
California
$194K +$188K +525 New
109 110
111
112 113