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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
1776
E&G Advisors
Texas
$209K – – –
GCMG
1777
Gyroscope Capital Management Group
Florida
$209K +$32.7K +200 +17%
BCM
1778
BTC Capital Management
Iowa
$205K – – –
KC
1779
Kenfarb & Co
Kentucky
$205K -$61.3K -375 -21%
AMG
1780
Advisors Management Group
Wisconsin
$204K -$1.64K -10 -0.7%
AWM
1781
Austin Wealth Management
Texas
$204K +$203K +1,240 New
LPT
1782
Legacy Private Trust
Wisconsin
$204K – – –
CWM
1783
Connecticut Wealth Management
Connecticut
$203K -$9.81K -60 -4%
KFA
1784
Kapstone Financial Advisors
Ohio
$203K – – –
KOCAA
1785
Knights of Columbus Asset Advisors
Connecticut
$202K -$4.2M -25,668 -95%
SC
1786
SouthState Corp
Florida
$202K -$1.91M -11,689 -90%
HFRG
1787
Houlihan Financial Resource Group
Virginia
$202K +$222K +1,357 New
JWBC
1788
J.W. Burns & Co
New York
$202K – – –
FC
1789
Fulcrum Capital
Washington
$201K – – –
NAG
1790
Northstar Advisory Group
New Jersey
$201K -$2.31M -14,139 -91%
CSB
1791
City State Bank
Iowa
$201K – – –
BOPW
1792
Brandywine Oak Private Wealth
Pennsylvania
$201K -$164 -1 -0.1%
GGI
1793
Godsey & Gibb Inc
Virginia
$199K -$8.18K -50 -4%
JMF
1794
Johnson Midwest Financial
Iowa
$197K +$216K +1,322 New
HWA
1795
HHM Wealth Advisors
Tennessee
$196K – – –
TIM
1796
Tortoise Investment Management
New York
$194K – – –
PAI
1797
Pittenger & Anderson Inc
Nebraska
$186K – – –
TLA
1798
Tanglewood Legacy Advisors
Texas
$186K – – –
PMFA
1799
Plante Moran Financial Advisors
Michigan
$186K +$6.87K +42 +3%
MAM
1800
Magellan Asset Management
Australia
$182K +$327 +2 +0.2%
70 71
72
73 74