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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1676
Thrive Wealth Management
Pennsylvania
$280K +$27.8K +172 +12%
WMC
1677
Westwood Management Corporation
Illinois
$279K -$532K -3,300 -67%
RCM
1678
Raleigh Capital Management
North Carolina
$279K +$26.5K +164 +11%
AA
1679
Alta Advisers
United Kingdom
$279K – – –
AAIM
1680
Asset Advisors Investment Management
Georgia
$279K – – –
MJP
1681
Michael J. Puzo
$279K – – –
HI
1682
Humankind Investments
New York
$279K +$51.5K +319 +25%
PWS
1683
Peterson Wealth Services
Utah
$279K +$21.5K +133 +9%
BBNB
1684
Baker Boyer National Bank
Washington
$278K – – –
LI
1685
Lafayette Investments
Maryland
$277K +$10.5K +65 +4%
KWM
1686
Kolinsky Wealth Management
New Jersey
$276K -$3.87K -24 -1%
KLI
1687
Kelman-Lazarov Inc
Tennessee
$276K +$5.49K +34 +2%
AWM
1688
Accurate Wealth Management
Florida
$275K +$10.2K +63 +4%
LNWTC
1689
Laird Norton Wetherby Trust Company
Washington
$275K – – –
EWM
1690
EPG Wealth Management
Georgia
$274K -$5.97K -37 -2%
HIG
1691
Heritage Investment Group
Florida
$274K -$80.3K -498 -24%
AAG
1692
Armstrong Advisory Group
Massachusetts
$274K – – –
CA
1693
CapWealth Advisors
Tennessee
$274K – – –
RIM
1694
Rockbridge Investment Management
New York
$273K – – –
LFS
1695
Legacy Financial Strategies
Kansas
$273K – – –
BFG
1696
Bouchey Financial Group
New York
$271K – – –
FM
1697
Foster & Motley
Ohio
$271K – – –
OSNBOA
1698
Old Second National Bank of Aurora
Illinois
$271K – – –
SWM
1699
Stockman Wealth Management
Montana
$270K -$19.4K -120 -7%
ECA
1700
Elevated Capital Advisors
Utah
$270K – – –
66 67
68
69 70