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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HGA
1601
Hobbs Group Advisors
South Carolina
$841K – – –
BI
1602
Ballast Inc
Kentucky
$840K -$26.2K -78 -3%
SWA
1603
Sax Wealth Advisors
New Jersey
$839K -$51.3K -153 -6%
CBT
1604
Central Bank & Trust
Kentucky
$838K +$50.3K +150 +6%
TTWM
1605
TCV Trust & Wealth Management
Virginia
$837K -$32.9K -98 -3%
TW
1606
TritonPoint Wealth
Maryland
$834K +$8.72K +26 +1%
MFA
1607
Millington Financial Advisors
Illinois
$834K +$8.38K +25 +1%
LIA
1608
LS Investment Advisors
Michigan
$831K -$91.5K -273 -9%
OFS
1609
OneAscent Financial Services
Alabama
$830K +$105K +314 +13%
EFSCE
1610
Enterprise Financial Services Corp (EFSC)
Missouri
$829K +$197K +588 +27%
MFG
1611
Midwest Financial Group
Kansas
$827K – – –
CCG
1612
Cypress Capital Group
Florida
$824K – – –
IA
1613
Integrity Alliance
Iowa
$820K -$951K -2,836 -51%
BW
1614
Basepoint Wealth
Iowa
$820K -$5.37K -16 -0.6%
LAM
1615
L2 Asset Management
Massachusetts
$817K -$178K -530 -16%
MAM
1616
MWA Asset Management
Massachusetts
$817K +$162K +482 +22%
SWM
1617
Shelton Wealth Management
Texas
$816K +$904K +2,697 New
KA
1618
Klingman & Associates
New York
$815K +$1.01K +3 +0.1%
FFA
1619
Fortune Financial Advisors
Kansas
$814K -$32.9K -98 -4%
HFM
1620
Hartford Financial Management
Connecticut
$814K – – –
PWM
1621
Purus Wealth Management
California
$812K -$27.2K -81 -3%
FFM
1622
Forum Financial Management
Illinois
$811K -$1.8M -5,364 -67%
PWA
1623
Pitcairn Wealth Advisors
Pennsylvania
$810K – – –
CM
1624
Castleark Management
Illinois
$809K – – –
MSWM
1625
McGlone Suttner Wealth Management
Wisconsin
$808K +$335 +1 +0%
63 64
65
66 67