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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1676
HCR Wealth Advisors
California
$617K +$862 +3 +0.1%
MA
1677
MONECO Advisors
Connecticut
$616K +$139K +484 +30%
AWM
1678
Aberdeen Wealth Management
Illinois
$616K -$10.1K -35 -2%
HWM
1679
Horizon Wealth Management
Illinois
$616K +$287 +1 +0%
AWM
1680
Aries Wealth Management
Maine
$615K -$454K -1,580 -43%
MIM
1681
Morningstar Investment Management
Illinois
$614K – – –
LCGC
1682
Legacy Capital Group California
California
$614K – – –
PWP
1683
Precedent Wealth Partners
Texas
$613K +$12.4K +43 +2%
TWM
1684
Thrive Wealth Management
Pennsylvania
$612K -$1.44K -5 -0.2%
PFA
1685
Pure Financial Advisors
California
$611K +$107K +373 +22%
LA
1686
LM Advisors
California
$611K -$287 -1 -0%
RMP
1687
Richards, Merrill & Peterson
Washington
$611K +$591K +2,057 New
FFS
1688
Founders Financial Securities
Maryland
$610K +$8.04K +28 +1%
SLG
1689
Stanley-Laman Group
Pennsylvania
$610K +$34.5K +120 +6%
RCA
1690
Ranch Capital Advisors
Florida
$610K – – –
CCG
1691
Cypress Capital Group
Florida
$609K -$56K -195 -9%
BCM
1692
Blume Capital Management
California
$608K -$10.1K -35 -2%
BLC
1693
Brown, Lisle/Cummings
Rhode Island
$608K – – –
AWM
1694
Angeles Wealth Management
California
$605K +$30.2K +105 +5%
CD
1695
Chapin Davis
Maryland
$604K – – –
AF
1696
Atala Financial
California
$603K +$584K +2,032 New
KF
1697
KKM Financial
Illinois
$601K – – –
WHCI
1698
W.H. Cornerstone Investments
Massachusetts
$600K +$580K +2,020 New
CAI
1699
Capital Advisors Inc
Oklahoma
$599K -$3.45K -12 -0.6%
OWA
1700
ORBA Wealth Advisors
Illinois
$599K +$862 +3 +0.1%
66 67
68
69 70