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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1676
Perennial Investment Advisors
California
$841K +$8.96K +28 +1%
AI
1677
Arvest Investments
Arkansas
$839K +$640 +2 +0.1%
CTWM
1678
Cherry Tree Wealth Management
Minnesota
$839K – – –
DIP
1679
DT Investment Partners
Pennsylvania
$837K – – –
MWM
1680
Maridea Wealth Management
New York
$837K +$567K +1,772 +252%
USB
1681
Union Savings Bank
Connecticut
$836K -$3.84K -12 -0.5%
PAW
1682
Plan A Wealth
Nebraska
$832K +$75.9K +237 +11%
KWM
1683
Keebeck Wealth Management
Illinois
$832K +$247K +773 +46%
BIG
1684
Brookwood Investment Group
Arizona
$829K -$57K -178 -7%
OWA
1685
Opal Wealth Advisors
New York
$828K +$961 +3 +0.1%
OTL
1686
Oak Thistle LLC
New York
$828K +$784K +2,448 New
MFT
1687
Moisand Fitzgerald Tamayo
Florida
$824K +$15.7K +49 +2%
LC
1688
Lavaca Capital
Texas
$824K +$271K +847 +53%
CCA
1689
Coign Capital Advisors
Utah
$822K +$9.61K +30 +1%
ITIM
1690
Indiana Trust & Investment Management
Indiana
$821K -$32K -100 -4%
SFG
1691
Stonebridge Financial Group
California
$820K +$777K +2,427 New
FSAG
1692
Financial Solutions Advisory Group
Illinois
$820K -$35.2K -110 -4%
PL
1693
Plancorp LLC
Missouri
$820K -$512K -1,598 -41%
MIP
1694
Marietta Investment Partners
Wisconsin
$820K -$56K -175 -7%
DDPIC
1695
Deroy & Devereaux Private Investment Counsel
Michigan
$819K -$64K -200 -8%
LA
1696
LM Advisors
California
$819K +$541K +1,689 +230%
T
1697
TOBAM
France
$817K -$671K -2,096 -46%
WIA
1698
Westbourne Investment Advisors
Maryland
$816K – – –
DIM
1699
Delta Investment Management
California
$816K +$320 +1 +0%
DW30
1700
Drucker Wealth 3.0
New Jersey
$815K +$19.9K +62 +3%
66 67
68
69 70