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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1701
Gratus Wealth Advisors
Virginia
$314K +$270K +1,675 New
VIP
1702
Vista Investment Partners
Oklahoma
$312K +$268K +1,664 New
FA
1703
Fagan Associates
New York
$311K – – –
SAM
1704
Strategy Asset Managers
California
$311K -$16.1K -100 -6%
HR
1705
Howe & Rusling
New York
$310K +$1.45K +9 +0.5%
SCM
1706
SKBA Capital Management
California
$309K – – –
LWM
1707
Laidlaw Wealth Management
New York
$309K -$16.9K -105 -6%
EWM
1708
EPG Wealth Management
Georgia
$309K -$16.9K -105 -7%
SGK
1709
Steigerwald Gordon & Koch
Virginia
$309K +$3.54K +22 +1%
D
1710
Diversified
Delaware
$308K +$265K +1,647 New
ATI
1711
Act Two Investors
California
$308K +$265K +1,645 New
CHC
1712
City Holding Co
West Virginia
$307K – – –
NRI
1713
NFP Retirement Inc
California
$307K – – –
BC
1714
Burney Company
Virginia
$307K -$57.6K -358 -18%
CPIA
1715
Cornell Pochily Investment Advisors
New York
$306K +$483 +3 +0.2%
NWM
1716
Northwest Wealth Management
Iowa
$304K +$2.25K +14 +0.9%
MSCM
1717
McElhenny Sheffield Capital Management
Texas
$304K – – –
SC
1718
Schubert & Co
Texas
$304K -$5.47K -34 -2%
SIAP
1719
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$303K – – –
FOA
1720
Five Oceans Advisors
California
$303K -$805 -5 -0.3%
AWA
1721
Acorn Wealth Advisors
Michigan
$302K -$161 -1 -0.1%
AA
1722
Aire Advisors
California
$301K -$4.02K -25 -2%
SCP
1723
Sivia Capital Partners
California
$301K +$259K +1,606 New
PWS
1724
Peterson Wealth Services
Utah
$300K +$483 +3 +0.2%
WMC
1725
Westwood Management Corporation
Illinois
$300K – – –
67 68
69
70 71