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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
1901
Kowal Investment Group
Wisconsin
$285K +$260K +1,253 New
SCA
1902
Sandy Cove Advisors
Massachusetts
$285K -$14.5K -70 -5%
NPA
1903
Nichols & Pratt Advisers
Massachusetts
$285K – – –
TLA
1904
Tanglewood Legacy Advisors
Texas
$284K – – –
VCM
1905
Virtue Capital Management
Tennessee
$283K -$33.2K -160 -11%
APG
1906
Abacus Planning Group
South Carolina
$283K +$6.01K +29 +2%
CSB
1907
City State Bank
Iowa
$283K – – –
BSAM
1908
Blue Square Asset Management
New York
$282K – – –
MWM
1909
Merriman Wealth Management
Washington
$281K -$8.5K -41 -3%
WMWM
1910
Whitaker-Myers Wealth Managers
Ohio
$280K +$255K +1,231 New
IIA
1911
IPG Investment Advisors
California
$280K -$992K -4,782 -80%
HPM
1912
Hoxton Planning & Management
West Virginia
$280K +$17K +82 +7%
NWM
1913
Northwest Wealth Management
Iowa
$279K -$82.7K -399 -25%
BWA
1914
Beam Wealth Advisors
Louisiana
$279K +$28.4K +137 +13%
HI
1915
Humankind Investments
New York
$279K -$54.1K -261 -18%
HWA
1916
Heartwood Wealth Advisors
Virginia
$278K – – –
PC
1917
Port Capital
Illinois
$278K -$10.8K -52 -4%
CF
1918
Centaurus Financial
California
$278K +$1.87K +9 +0.7%
HBT
1919
Heartland Bank & Trust
Illinois
$278K -$20.7K -100 -8%
WMP
1920
Wealth Management Partners
Arizona
$278K – – –
FCM
1921
Firestone Capital Management
Florida
$277K – – –
FTIS
1922
First Trust Investment Solutions
Florida
$276K +$252K +1,214 New
KFI
1923
Key Financial Inc
Pennsylvania
$276K – – –
CGA
1924
Crescent Grove Advisors
Illinois
$275K +$251K +1,209 New
CC
1925
Callan Capital
California
$274K +$250K +1,204 New
75 76
77
78 79