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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
1201
Laurel Wealth Advisors (California)
California
$502K -$13.1K -99 -3%
IFG
1202
Independent Financial Group
California
$501K -$13.2K -100 -3%
CH
1203
Canton Hathaway
Rhode Island
$499K – – –
SIC
1204
Sigma Investment Counselors
Michigan
$499K – – –
WG
1205
Winton Group
United Kingdom
$495K +$462K +3,499 New
WP
1206
WMS Partners
Maryland
$494K +$396 +3 +0.1%
CCC
1207
Crescent Capital Consulting
Louisiana
$491K +$129K +975 +39%
GWM
1208
Gitterman Wealth Management
New Jersey
$491K +$459K +3,474 New
SFA
1209
Semmax Financial Advisors
North Carolina
$489K +$35.9K +272 +9%
RP
1210
Riverbridge Partners
Minnesota
$488K – – –
GWMIA
1211
Global Wealth Management Investment Advisory
Florida
$488K +$17.2K +130 +4%
BCM
1212
BTR Capital Management
California
$487K – – –
TF
1213
Tompkins Financial
New York
$487K – – –
HAIM
1214
Hunter Associates Investment Management
Pennsylvania
$486K -$16.5K -125 -4%
GBT
1215
Grove Bank & Trust
Florida
$485K – – –
DWM
1216
Defined Wealth Management
Oregon
$483K – – –
SYBT
1217
Stock Yards Bank & Trust
Kentucky
$482K +$79.3K +600 +21%
HFM
1218
Hartford Financial Management
Connecticut
$478K -$8.85K -67 -2%
PIM
1219
Profit Investment Management
Maryland
$478K – – –
MWM
1220
Meridian Wealth Management
Kentucky
$477K +$17.7K +134 +4%
SAM
1221
SignalPoint Asset Management
Missouri
$476K -$8.59K -65 -2%
AWA
1222
Arkadios Wealth Advisors
Georgia
$476K +$73.2K +554 +20%
MC
1223
Maverick Capital
Texas
$475K -$136M -1,032,033 -100%
SIC
1224
Salem Investment Counselors
North Carolina
$473K +$6.61K +50 +2%
4WM
1225
44 Wealth Management
Oregon
$470K -$99.6K -754 -18%
47 48
49
50 51