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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2826
Gables Capital Management
Florida
$126K – – –
BCM
2827
Boreal Capital Management
Florida
$124K +$7.16K +20 +6%
KFP
2828
Kerr Financial Planning
California
$122K -$358 -1 -0.3%
RF
2829
Rossby Financial
Florida
$119K +$17.2K +48 +18%
NCM
2830
Northwest Capital Management
Oregon
$116K – – –
CBT
2831
Crews Bank & Trust
Florida
$115K – – –
BC
2832
Bayforest Capital
United Kingdom
$115K +$111K +311 New
APW
2833
Atlantic Private Wealth
North Carolina
$112K +$108K +303 New
OPTFSNA
2834
Old Point Trust & Financial Services N A
Virginia
$112K – – –
EIP
2835
Essential Investment Partners
Colorado
$111K +$107K +300 New
PCFFS
2836
Pacific Center for Financial Services
California
$110K – – –
GK
2837
Graney & King
New York
$108K – – –
PWMG
2838
Private Wealth Management Group
New Jersey
$105K – – –
GWSA
2839
Global Wealth Strategies & Associates
Colorado
$104K -$7.87K -22 -7%
KAS
2840
Kemnay Advisory Services
New York
$104K +$100K +280 New
AWM
2841
Abound Wealth Management
Tennessee
$103K +$27.6K +77 +39%
Q1WB
2842
Quest 10 Wealth Builders
Virginia
$99.8K +$358 +1 +0.4%
VWM
2843
Vermillion Wealth Management
Minnesota
$99.7K – – –
WAG
2844
Wiser Advisor Group
Arizona
$98.3K +$358 +1 +0.4%
FF
2845
Friedenthal Financial
New Jersey
$97.7K +$94.5K +264 New
C
2846
Covestor
United Kingdom
$97K -$13.6K -38 -13%
GEA
2847
Glen Eagle Advisors
New Jersey
$94.5K -$14.7K -41 -14%
PWMA
2848
Pension & Wealth Management Advisors
Massachusetts
$93.5K +$3.94K +11 +5%
QA
2849
Quattro Advisors
Pennsylvania
$92.9K +$89.8K +251 New
TC
2850
Tacita Capital
Ontario, Canada
$92.5K -$14.3K -40 -14%
112 113
114
115 116