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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1876
Farther Finance Advisors
California
$135K +$15.7K +97 +14%
MWM
1877
Mascoma Wealth Management
New Hampshire
$134K – – –
PCA
1878
Providence Capital Advisors
North Carolina
$134K -$97.9K -607 -44%
CMF
1879
Counterpoint Mutual Funds
California
$128K +$118K +734 New
MME
1880
Meag Munich Ergo
Germany
$127K -$34.9K -216 -23%
CWP
1881
Concord Wealth Partners
Virginia
$126K -$33.4K -207 -22%
BWM
1882
Baystate Wealth Management
Massachusetts
$124K +$20.5K +127 +22%
CJL
1883
Cyrus J. Lawrence
New York
$123K – – –
RCG
1884
Rock Creek Group
District of Columbia
$122K +$1.45K +9 +1%
WIM
1885
Westside Investment Management
California
$121K – – –
PP
1886
Paloma Partners
Connecticut
$120K -$515K -3,191 -82%
EWM
1887
Endurance Wealth Management
Rhode Island
$120K – – –
FCT
1888
First Community Trust
Iowa
$119K -$10K -62 -8%
AT
1889
Avalon Trust
New Mexico
$119K +$46.8K +290 +73%
PWMG
1890
Prestige Wealth Management Group
New Jersey
$119K – – –
LCM
1891
Logan Capital Management
Pennsylvania
$116K – – –
BWM
1892
BerganKDV Wealth Management
Minnesota
$115K -$13.1K -81 -11%
FMP
1893
Financial Management Professionals
Texas
$115K -$1.13K -7 -1%
CAC
1894
Core Alternative Capital
Georgia
$114K +$2.74K +17 +3%
RFA
1895
Resurgent Financial Advisors
Georgia
$113K -$968 -6 -0.9%
FFC
1896
First Financial Corp
Indiana
$112K +$6.13K +38 +6%
VCM
1897
Versant Capital Management
Arizona
$112K +$807 +5 +0.8%
AW
1898
Avion Wealth
Texas
$111K +$3.23K +20 +3%
TF
1899
TimeScale Financial
Massachusetts
$111K +$161 +1 +0.2%
AP
1900
Arlington Partners
Alabama
$106K -$39.9K -247 -29%
74 75
76
77 78