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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
1801
Glass Jacobson Investment Advisors
Maryland
$178K – – –
VNA
1802
Valley National Advisers
Pennsylvania
$175K +$6.38K +39 +3%
NFSG
1803
Newbridge Financial Services Group
Florida
$170K +$12.3K +75 +7%
GFPC
1804
Global Financial Private Client
Florida
$169K – – –
CF
1805
Centaurus Financial
California
$165K -$6.22K -38 -3%
IWP
1806
Icon Wealth Partners
Texas
$165K -$927K -5,666 -84%
MHR
1807
Matthew Hamilton Rosenberg
$159K +$9.81K +60 +6%
CAL
1808
Capital Advisors Ltd
Ohio
$159K – – –
IBOK
1809
Independence Bank of Kentucky
Kentucky
$159K – – –
HIIFS
1810
Harel Insurance Investments & Financial Services
Israel
$158K +$14.7K +90 +9%
EAM
1811
EdenTree Asset Management
United Kingdom
$149K -$981K -6,000 -86%
MAWCM
1812
Mine & Arao Wealth Creation & Management
California
$149K – – –
CAM
1813
Close Asset Management
United Kingdom
$149K – – –
BONH
1814
Bank of New Hampshire
New Hampshire
$147K – – –
OCM
1815
Osterweis Capital Management
California
$147K – – –
FMII
1816
Farmers & Merchants Investments Inc
Nebraska
$145K +$8.02K +49 +5%
TC
1817
Truvestments Capital
Florida
$144K -$40.6K -248 -20%
GPI
1818
General Partner Inc
Pennsylvania
$140K – – –
HIM
1819
Hillsdale Investment Management
Ontario, Canada
$134K +$76.9K +470 +110%
PPWM
1820
PFG Private Wealth Management
Florida
$132K -$26K -159 -15%
NCM
1821
Northwest Capital Management
Oregon
$132K – – –
TCA
1822
Trifecta Capital Advisors
Illinois
$132K -$63.8K -390 -31%
WBC
1823
West Branch Capital
Massachusetts
$132K -$81.8K -500 -36%
WWP
1824
WR Wealth Planners
Missouri
$132K +$3.27K +20 +2%
DMBA
1825
Deseret Mutual Benefit Administrators
Utah
$131K -$18.2K -111 -11%
71 72
73
74 75