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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
1901
Ten Capital Wealth Advisors
Washington
$27K – – –
TCCM
1902
Timber Creek Capital Management
Massachusetts
$27K – – –
GCGDR
1903
Geo Capital Gestora de Recursos
Brazil
$26K -$8.92K -54 -23%
JGIA
1904
Jackson Grant Investment Advisers
Connecticut
$26K – – –
GEA
1905
Glen Eagle Advisors
New Jersey
$25.9K +$3.14K +19 +11%
FPB
1906
First PREMIER Bank
South Dakota
$25K – – –
BG
1907
Bollard Group
Massachusetts
$24K -$87.9K -532 -76%
AFS
1908
Annapolis Financial Services
Maryland
$24K +$165 +1 +0.6%
TFP
1909
Tilia Fiduciary Partners
North Carolina
$23K – – –
HNWAG
1910
High Net Worth Advisory Group
Florida
$22K -$11.2K -68 -30%
RA
1911
Rise Advisors
New York
$22K +$165 +1 +0.6%
TCM
1912
Tradewinds Capital Management
Washington
$21K -$92.2K -558 -79%
GM
1913
GeoWealth Management
Illinois
$21K -$8.75K -53 -25%
IFA
1914
Interactive Financial Advisors
Illinois
$21K – – –
PCTC
1915
Perkins Coie Trust Company
Washington
$21K – – –
TSWM
1916
Tyler-Stone Wealth Management
Ohio
$21K – – –
JPLA
1917
Joseph P. Lucia & Associates
New York
$20K -$23.5K -142 -49%
CAL
1918
Capital Advisors Ltd
Ohio
$20K -$1.82K -11 -7%
CQS
1919
Credential Qtrade Securities
$19.8K -$353K -2,135 -94%
SWM
1920
Sugarloaf Wealth Management
Georgia
$19K – – –
ETI
1921
Enterprise Trust & Investment
California
$19K +$22.5K +136 New
AWMS
1922
Advocacy Wealth Management Services
Georgia
$18K -$5.12K -31 -19%
BBPWM
1923
Blue Bell Private Wealth Management
Pennsylvania
$18K -$2.48K -15 -10%
AFIA
1924
America First Investment Advisors
Nebraska
$17K – – –
VWM
1925
Valley Wealth Managers
New Jersey
$15K -$289K -1,750 -94%
75 76
77
78 79