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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1751
Regent Peak Wealth Advisors
Georgia
$244K -$21.1K -131 -9%
EGA
1752
E&G Advisors
Texas
$244K +$8.07K +50 +4%
KLCM
1753
KG&L Capital Management
Louisiana
$243K +$225K +1,393 New
TNAM
1754
Terra Nova Asset Management
New York
$242K -$11.9K -74 -5%
GA
1755
Gateway Advisory
New Jersey
$242K +$8.71K +54 +4%
GGI
1756
Godsey & Gibb Inc
Virginia
$242K +$29K +180 +15%
WBC
1757
West Branch Capital
Massachusetts
$241K -$80.7K -500 -27%
SSWM
1758
Strait & Sound Wealth Management
California
$241K – – –
CWM
1759
Centric Wealth Management
Illinois
$241K -$5K -31 -2%
AMG
1760
Advisors Management Group
Wisconsin
$240K -$106K -659 -32%
BCM
1761
BTC Capital Management
Iowa
$240K – – –
LPT
1762
Legacy Private Trust
Wisconsin
$238K – – –
VCM
1763
Virtue Capital Management
Tennessee
$237K +$3.39K +21 +2%
JWBC
1764
J.W. Burns & Co
New York
$236K – – –
FC
1765
Fulcrum Capital
Washington
$235K -$56.5K -350 -21%
BOPW
1766
Brandywine Oak Private Wealth
Pennsylvania
$234K -$37.9K -235 -15%
CSB
1767
City State Bank
Iowa
$234K -$323 -2 -0.1%
HBT
1768
Heartland Bank & Trust
Illinois
$232K – – –
SFG
1769
Sovereign Financial Group
Connecticut
$232K +$214K +1,329 New
AFG
1770
Atomi Financial Group
New York
$232K +$214K +1,329 New
MMA
1771
Miracle Mile Advisors
California
$231K +$214K +1,329 New
KFA
1772
Kapstone Financial Advisors
Ohio
$231K – – –
CIP
1773
Convergence Investment Partners
Florida
$230K -$9.52K -59 -4%
CIG
1774
Cascade Investment Group
Colorado
$230K – – –
HWA
1775
HHM Wealth Advisors
Tennessee
$229K – – –
69 70
71
72 73