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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1826
JFS Wealth Advisors
Pennsylvania
$724K +$21.1K +59 +3%
WWA
1827
Wisconsin Wealth Advisors
Wisconsin
$724K -$64.8K -181 -8%
TWM
1828
Tripletail Wealth Management
Florida
$723K – – –
BA
1829
Ballast Advisors
Minnesota
$722K -$4.65K -13 -0.7%
LCGC
1830
Legacy Capital Group California
California
$721K -$13.2K -37 -2%
MWM
1831
MOR Wealth Management
Pennsylvania
$717K +$694K +1,938 New
IFO
1832
Independent Family Office
New York
$715K – – –
CCWM
1833
Cassaday & Co Wealth Management
Virginia
$714K +$21.8K +61 +3%
WKSWA
1834
White Knight Strategic Wealth Advisors
New Jersey
$714K -$716 -2 -0.1%
CFA
1835
Capstone Financial Advisors
Illinois
$713K -$4.29K -12 -0.6%
DTC
1836
Davidson Trust Company
Washington
$710K +$1.79K +5 +0.3%
ATS
1837
Ashton Thomas Securities
New York
$709K -$18.6K -52 -3%
CP
1838
Clarendon Private
Massachusetts
$707K +$8.59K +24 +1%
RPGK
1839
Retirement Planning Group (Kansas)
Kansas
$707K -$17.2K -48 -2%
PL
1840
Perpetual Ltd
Australia
$703K +$221K +617 +48%
CIG
1841
Cairn Investment Group
Washington
$703K – – –
WIM
1842
Wittenberg Investment Management
Massachusetts
$703K – – –
DF
1843
Downshift Financial
Colorado
$703K +$708K +1,979 New
LFS
1844
Legacy Financial Strategies
Kansas
$700K +$36.9K +103 +6%
ZCP
1845
Z3 Capital Partners
Virginia
$700K +$677K +1,893 New
PWP
1846
PrairieView Wealth Partners
Illinois
$699K – – –
AA
1847
Ancora Advisors
Ohio
$698K +$57.6K +161 +9%
VFG
1848
Victory Financial Group
Texas
$695K +$65.8K +184 +11%
KWS
1849
Keystone Wealth Services
California
$695K -$32.2K -90 -5%
FFL
1850
Future Fund LLC
Illinois
$694K -$90.2K -252 -12%
72 73
74
75 76