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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1426
Gratus Wealth Advisors
Virginia
$1.32M +$13.4K +42 +1%
V
1427
VeraBank
Texas
$1.32M -$57K -178 -4%
NFSG
1428
Newbridge Financial Services Group
Florida
$1.32M +$228K +712 +22%
IIM
1429
Ipswich Investment Management
Massachusetts
$1.32M – – –
BCM
1430
Bannerstone Capital Management
Minnesota
$1.31M +$17.9K +56 +1%
MIM
1431
MTM Investment Management
South Carolina
$1.31M – – –
KWA
1432
Kingswood Wealth Advisors
California
$1.31M +$72.4K +226 +6%
OFS
1433
Orrstown Financial Services
Pennsylvania
$1.31M – – –
PWAM
1434
Private Wealth Asset Management
Iowa
$1.3M +$13.4K +42 +1%
MW
1435
Marble Wealth
Alabama
$1.3M +$33.3K +104 +3%
AIM
1436
Alhambra Investment Management
Florida
$1.3M -$48.7K -152 -4%
MAM
1437
McLaughlin Asset Management
Illinois
$1.3M -$25K -78 -2%
LA
1438
Lifeworks Advisors
Michigan
$1.29M +$71.1K +222 +6%
TAFW
1439
Tred Avon Family Wealth
Maryland
$1.29M -$8.32K -26 -0.7%
JSSH
1440
J. Safra Sarasin Holding
$1.29M +$524K +1,636 +67%
RMC
1441
Resources Management Corp
Connecticut
$1.29M +$1.28K +4 +0.1%
CCG
1442
Cypress Capital Group
Florida
$1.29M +$349K +1,091 +40%
SAM
1443
Sompo Asset Management
Japan
$1.29M -$234K -730 -16%
QC
1444
Quent Capital
New York
$1.29M -$9.93K -31 -0.8%
PP
1445
PDT Partners
New York
$1.29M – – –
AWM
1446
Aprio Wealth Management
Georgia
$1.29M +$11.5K +36 +1%
SWM
1447
Shelton Wealth Management
Texas
$1.28M +$348K +1,088 +40%
FWTB
1448
First Western Trust Bank
Colorado
$1.28M -$543K -1,695 -31%
GSWM
1449
Golden State Wealth Management
California
$1.28M +$18.6K +58 +2%
SCM
1450
SKBA Capital Management
California
$1.28M +$64K +200 +6%
56 57
58
59 60