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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
1926
Jackson Grant Investment Advisers
Connecticut
$30.3K – – –
GKIM
1927
GW&K Investment Management
Massachusetts
$30K +$1.15K +7 +4%
CCC
1928
Chelsea Counsel Company
California
$29.8K – – –
RCM
1929
Ravenstone Capital Management
$29.8K – – –
SA
1930
SRH Advisors
Kansas
$29.8K – – –
BCM
1931
BluePath Capital Management
Georgia
$28.5K +$31.2K +191 New
DAC
1932
Dividend Assets Capital
South Carolina
$28K – – –
GM
1933
GeoWealth Management
Illinois
$28K +$6.54K +40 +26%
CCA
1934
Column Capital Advisors
Indiana
$27.7K -$1.96K -12 -6%
SFG
1935
Steward Financial Group
Texas
$26K +$654 +4 +2%
AFS
1936
Annapolis Financial Services
Maryland
$25.2K – – –
POIA
1937
Pin Oak Investment Advisors
Texas
$25K -$36K -220 -57%
SFA
1938
Semmax Financial Advisors
North Carolina
$25K +$26.5K +162 New
AWM
1939
Abound Wealth Management
Tennessee
$24.5K +$5.56K +34 +26%
PA
1940
PSI Advisors
Florida
$23.9K – – –
RA
1941
Rise Advisors
New York
$23.8K -$164 -1 -0.6%
TSWM
1942
Tyler-Stone Wealth Management
Ohio
$23K – – –
AFG
1943
Albion Financial Group
Utah
$22.5K +$24.7K +151 New
TCM
1944
Tradewinds Capital Management
Washington
$22.4K – – –
GWSG
1945
GPS Wealth Strategies Group
Colorado
$20.1K +$5.72K +35 +35%
RWM
1946
Raffa Wealth Management
District of Columbia
$19.4K – – –
AIC
1947
Archer Investment Corporation
Indiana
$19.2K – – –
DFA
1948
DHJJ Financial Advisors
Illinois
$17.3K +$19K +116 New
BCA
1949
Bray Capital Advisors
Florida
$16.1K – – –
CWM
1950
Cranbrook Wealth Management
Michigan
$15.7K – – –
76 77
78
79 80