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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
1276
Legacy Wealth Management (Mississippi)
Mississippi
$363K – – –
PHAM
1277
Palisades Hudson Asset Management
Florida
$362K – – –
BTWM
1278
Baker Tilly Wealth Management
Wisconsin
$361K +$330K +2,983 New
PG
1279
Patten Group
Tennessee
$354K – – –
PTB
1280
Pioneer Trust Bank
Oregon
$354K – – –
TNB
1281
Thomasville National Bank
Georgia
$354K +$5.32K +48 +2%
OWP
1282
Obermeyer Wealth Partners
Colorado
$353K -$36K -325 -10%
CHAM
1283
Clear Harbor Asset Management
Connecticut
$353K – – –
EDRH
1284
Edmond de Rothschild Holding
Switzerland
$353K +$33.8K +305 +12%
SPWG
1285
Sage Private Wealth Group
Illinois
$348K +$319K +2,877 New
MGI
1286
MayTech Global Investments
New York
$347K – – –
CA
1287
Cambridge Advisors
Nebraska
$346K – – –
MAA
1288
Matrix Asset Advisors
New York
$346K – – –
RCM
1289
RB Capital Management
Nevada
$346K +$12.3K +111 +4%
PI
1290
Putnam Investments
Massachusetts
$344K -$127K -1,150 -29%
CPIA
1291
Cornell Pochily Investment Advisors
New York
$344K -$3.1K -28 -1%
JF
1292
Jump Financial
Illinois
$344K +$315K +2,848 New
WEC
1293
Winslow Evans & Crocker
Massachusetts
$342K -$77.1K -696 -20%
BST
1294
Bath Savings Trust
Maine
$342K – – –
BWP
1295
BSW Wealth Partners
Colorado
$342K +$314K +2,832 New
SYBT
1296
Stock Yards Bank & Trust
Kentucky
$340K +$46K +415 +17%
AWA
1297
Arkadios Wealth Advisors
Georgia
$340K +$290K +2,616 +1,301%
MIP
1298
Marietta Investment Partners
Wisconsin
$339K – – –
HDIM
1299
Hanson & Doremus Investment Management
Vermont
$339K +$96.9K +875 +45%
SAM
1300
Strategy Asset Managers
California
$338K -$108K -975 -26%
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