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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1601
HHM Wealth Advisors
Tennessee
$290K – – –
HWA
1602
HCR Wealth Advisors
California
$290K +$1.71K +10 +0.6%
FCA
1603
FinTrust Capital Advisors
South Carolina
$288K -$35.3K -207 -11%
W
1604
Wealthquest
Ohio
$288K -$7.33K -43 -2%
DBIA
1605
Dumont & Blake Investment Advisors
New Jersey
$288K – – –
ZCI
1606
Zevenbergen Capital Investments
Washington
$288K – – –
WFI
1607
West Family Investments
California
$287K -$72.8K -427 -20%
MAM
1608
Magellan Asset Management
Australia
$286K -$48.8K -286 -14%
MFG
1609
Merit Financial Group
Georgia
$286K -$39.4K -231 -12%
KLI
1610
Kelman-Lazarov Inc
Tennessee
$286K – – –
KC
1611
Kenfarb & Co
Kentucky
$286K +$298K +1,750 New
IRC
1612
Investors Research Corp
Georgia
$283K +$2.56K +15 +0.9%
AWM
1613
Accel Wealth Management
Iowa
$283K +$102K +601 +53%
TIA
1614
Traphagen Investment Advisors
New Jersey
$283K – – –
SFFS
1615
Stonehage Fleming Financial Services
Jersey
$282K – – –
KJHP
1616
K.J. Harrison & Partners
Ontario, Canada
$282K +$23.9K +140 +9%
ATC
1617
Adirondack Trust Company
New York
$280K -$3.41K -20 -1%
FM
1618
Foster & Motley
Ohio
$279K +$10.2K +60 +4%
NRW
1619
Nova R Wealth
Kansas
$279K +$291K +1,708 New
SIAP
1620
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$278K +$34.1K +200 +13%
FA
1621
Fagan Associates
New York
$278K +$40.9K +240 +16%
JA
1622
JLB & Associates
Michigan
$278K +$291K +1,704 New
SN
1623
Sittner & Nelson
Oregon
$276K +$341 +2 +0.1%
APG
1624
Abacus Planning Group
South Carolina
$275K +$33.9K +199 +13%
OA
1625
Oxbow Advisors
Texas
$275K +$48.3K +283 +20%
63 64
65
66 67