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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1751
PrairieView Wealth Partners
Illinois
$508K +$21K +71 +4%
GFP
1752
Gryphon Financial Partners
Ohio
$508K +$218K +738 +64%
KCM
1753
Kathmere Capital Management
Pennsylvania
$507K +$28.1K +95 +5%
SGK
1754
Steigerwald Gordon & Koch
Virginia
$507K +$73.9K +250 +15%
HR
1755
Howe & Rusling
New York
$505K +$12.7K +43 +2%
MFC
1756
Mechanics Financial Corp
Ohio
$505K +$34.3K +116 +7%
RWP
1757
Ridgecrest Wealth Partners
California
$504K – – –
SIAP
1758
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$504K +$74.8K +253 +16%
KFGK
1759
Keystone Financial Group (Kentucky)
Kentucky
$503K +$5.03K +17 +0.9%
BIG
1760
Brookwood Investment Group
Arizona
$501K +$551K +1,864 New
AA
1761
Advisory Alpha
Michigan
$501K +$74.8K +253 +16%
AAS
1762
Annex Advisory Services
Wisconsin
$500K +$91.6K +310 +20%
SPWG
1763
Sage Private Wealth Group
Illinois
$500K +$2.66K +9 +0.5%
IIC
1764
Integrated Investment Consultants
Michigan
$499K +$33.1K +112 +6%
WCM
1765
Whitener Capital Management
North Carolina
$496K -$28.1K -95 -5%
LWM
1766
Liberty Wealth Management
California
$495K -$7.68K -26 -1%
HWMO
1767
Heritage Wealth Management (Ohio)
Ohio
$493K +$137K +465 +34%
PIP
1768
Peachtree Investment Partners
Florida
$492K +$177K +600 +49%
MTIC
1769
Missouri Trust & Investment Company
Missouri
$492K -$9.46K -32 -2%
FCM
1770
Fairbanks Capital Management
California
$491K -$31.3K -106 -5%
BFC
1771
Blue Fin Capital
Rhode Island
$491K – – –
VFA
1772
Values First Advisors
Tennessee
$490K +$183K +619 +51%
CCWM
1773
Cassaday & Co Wealth Management
Virginia
$490K -$28.7K -97 -5%
CIS
1774
Custom Index Systems
New York
$487K -$244K -824 -31%
FPW
1775
Flagship Private Wealth
Massachusetts
$486K -$89K -301 -14%
69 70
71
72 73