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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1876
Mascoma Wealth Management
New Hampshire
$131K – – –
AWM
1877
Accel Wealth Management
Iowa
$129K -$4.64K -28 -3%
KFS
1878
Kelly Financial Services
Massachusetts
$128K -$6.97K -42 -5%
AIC
1879
Archer Investment Corporation
Indiana
$124K – – –
PAIM
1880
Punch & Associates Investment Management
Minnesota
$124K +$124K +750 New
FCT
1881
First Community Trust
Iowa
$123K – – –
BWM
1882
BerganKDV Wealth Management
Minnesota
$123K +$3.81K +23 +3%
FMTCOCP
1883
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$119K +$5.47K +33 +5%
PFA
1884
Pathway Financial Advisers
Indiana
$118K – – –
CJL
1885
Cyrus J. Lawrence
New York
$117K – – –
PMFA
1886
Plante Moran Financial Advisors
Michigan
$116K +$23.6K +142 +25%
WWP
1887
WR Wealth Planners
Missouri
$115K +$115K +695 New
RCG
1888
Rock Creek Group
District of Columbia
$114K +$9.12K +55 +9%
ZB
1889
Zions Bancorporation
Utah
$114K +$664 +4 +0.6%
EWM
1890
Endurance Wealth Management
Rhode Island
$113K – – –
PWMG
1891
Prestige Wealth Management Group
New Jersey
$112K -$5.81K -35 -5%
WP
1892
WealthPLAN Partners
Nebraska
$112K +$113K +681 New
FFA
1893
Farther Finance Advisors
California
$112K +$21.9K +132 +24%
FMP
1894
Financial Management Professionals
Texas
$110K +$8.46K +51 +8%
LCM
1895
Logan Capital Management
Pennsylvania
$110K – – –
RFA
1896
Resurgent Financial Advisors
Georgia
$108K -$20.4K -123 -16%
TCWA
1897
Ten Capital Wealth Advisors
Washington
$108K – – –
WIM
1898
Westside Investment Management
California
$107K – – –
HIM
1899
Hillsdale Investment Management
Ontario, Canada
$107K -$19.9K -120 -16%
CAC
1900
Core Alternative Capital
Georgia
$105K +$14.9K +90 +16%
74 75
76
77 78