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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1926
Capital Performance Advisors
California
$385K +$423K +1,431 New
ACI
1927
Alpha Cubed Investments
California
$384K +$93.7K +317 +29%
CPC
1928
Consolidated Planning Corp
Georgia
$384K -$5.03K -17 -1%
HWA
1929
Heritage Wealth Advisors
Virginia
$384K -$1.18K -4 -0.3%
BSSFA
1930
Baron Silver Stevens Financial Advisors
Florida
$383K +$14.8K +50 +4%
TNAM
1931
Terra Nova Asset Management
New York
$382K +$887 +3 +0.2%
MIM
1932
Merrion Investment Management
New Jersey
$381K -$120K -405 -22%
FWM
1933
Forza Wealth Management
Florida
$381K – – –
FOA
1934
Five Oceans Advisors
California
$381K +$5.32K +18 +1%
C
1935
Certuity
Florida
$380K -$18.9K -64 -4%
PWA
1936
Physician Wealth Advisors
Utah
$380K – – –
AAG
1937
Armstrong Advisory Group
Massachusetts
$379K – – –
MW
1938
Maia Wealth
Colorado
$379K +$26.6K +90 +6%
TC
1939
TFR Capital
Texas
$378K +$416K +1,406 New
IC
1940
Inscription Capital
Texas
$378K +$490K +1,659 New
GAMC
1941
Garner Asset Management Corp
Texas
$377K -$5.62K -19 -1%
HTHT
1942
Hemenway Trust Hemenway Trust
New Hampshire
$377K +$414K +1,400 New
PCA
1943
Prosperity Capital Advisors
Ohio
$376K -$15.7K -53 -4%
FFP
1944
FourThought Financial Partners
Florida
$374K +$10.3K +35 +3%
OL
1945
Optas LLC
Texas
$374K +$4.43K +15 +1%
WH
1946
Willner & Heller
California
$372K +$8.28K +28 +2%
HCA
1947
Hyperion Capital Advisors
New York
$371K – – –
FFBTD
1948
First Financial Bank - Trust Division
Ohio
$370K +$1.48K +5 +0.4%
TTWM
1949
TCV Trust & Wealth Management
Virginia
$370K -$31K -105 -7%
BSHC
1950
Breed's Hill Capital
Massachusetts
$369K – – –
76 77
78
79 80