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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1901
Vestor Capital
Illinois
$43K +$43.6K +294 New
CFG
1902
CKW Financial Group
Hawaii
$41K -$11.1K -75 -21%
HIP
1903
HUB Investment Partners
Texas
$40.9K +$40.9K +276 New
DF
1904
DecisionPoint Financial
Arizona
$40.6K +$40.7K +275 New
BWL
1905
Bogart Wealth LLC
Virginia
$40.4K – – –
GWSA
1906
Global Wealth Strategies & Associates
Colorado
$40.2K +$40.3K +272 New
BIA
1907
Bell Investment Advisors
California
$39.7K +$3.41K +23 +9%
SC
1908
Stephens Consulting
Michigan
$38.1K +$38.2K +258 New
MWM
1909
MinichMacGregor Wealth Management
New York
$37.8K +$37.9K +256 New
IFAM
1910
Institutional & Family Asset Management
Colorado
$37.1K – – –
LAM
1911
Lakewood Asset Management
Illinois
$37K +$36.9K +249 New
BAM
1912
Baldrige Asset Management
Pennsylvania
$35K – – –
ACA
1913
Atlas Capital Advisors
Wyoming
$34.6K – – –
FP
1914
Financial Perspectives
Minnesota
$33.7K – – –
CWA
1915
Clearview Wealth Advisors
Oregon
$33.5K – – –
CHA
1916
Carmichael Hill & Associates
Maryland
$32.8K -$45.9K -310 -58%
GEA
1917
Glen Eagle Advisors
New Jersey
$32.7K +$3.11K +21 +11%
CCA
1918
Column Capital Advisors
Indiana
$32.1K – – –
GA
1919
GoalVest Advisory
New York
$31.5K – – –
PPWM
1920
PFG Private Wealth Management
Florida
$31K +$23.1K +156 +289%
SCA
1921
Stuart Chaussee & Associates
California
$30.7K – – –
CPA
1922
Cowen Prime Advisors
New York
$30K – – –
SA
1923
SRH Advisors
Kansas
$30K – – –
TAIM
1924
TD Ameritrade Investment Management
Nebraska
$30K +$30.1K +203 New
MPCL
1925
My Personal CFO LLC
Washington
$29.7K +$29.8K +201 New
75 76
77
78 79