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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1926
Physician Wealth Advisors
Utah
$448K -$2.25K -8 -0.6%
VCM
1927
Versant Capital Management
Arizona
$448K +$49K +174 +14%
WA
1928
Wealthstar Advisors
Texas
$446K +$20.3K +72 +5%
AWM
1929
Austin Wealth Management
Texas
$445K +$9.85K +35 +2%
MBTD
1930
Mechanics Bank - Trust Department
California
$445K -$257K -912 -40%
KP
1931
Kitching Partners
Pennsylvania
$444K +$158K +563 +68%
CCMT
1932
CMT Capital Markets Trading
Germany
$443K -$24.2M -86,111 -98%
OFO
1933
OneAscent Family Office
Alabama
$442K -$384K -1,363 -50%
YDMI
1934
Y.D. More Investments
Israel
$442K -$52.6K -187 -12%
HCA
1935
Hyperion Capital Advisors
New York
$440K – – –
FWIA
1936
Fort Washington Investment Advisors
Ohio
$440K -$41.4K -147 -10%
FPL
1937
Fortress Private Ledger
North Carolina
$438K +$70.9K +252 +22%
BSHC
1938
Breed's Hill Capital
Massachusetts
$438K – – –
FFBTD
1939
First Financial Bank - Trust Division
Ohio
$437K -$1.69K -6 -0.4%
1CP
1940
17 Capital Partners
Arizona
$436K – – –
AAG
1941
Armstrong Advisory Group
Massachusetts
$436K +$25K +89 +7%
LPT
1942
Legacy Private Trust
Wisconsin
$435K – – –
CAG
1943
Centerpoint Advisory Group
Kansas
$435K +$28.1K +100 +8%
KA
1944
KLCM Advisors
Wisconsin
$433K – – –
OWM
1945
OneAscent Wealth Management
Alabama
$433K -$27K -96 -7%
CTA
1946
Colonial Trust Advisors
South Carolina
$433K – – –
EHAM
1947
Eagle Harbor Asset Management
Washington
$433K – – –
HFM
1948
Harvest Fund Management
China
$432K -$166K -589 -30%
HFRG
1949
Houlihan Financial Resource Group
Virginia
$432K – – –
IIA
1950
IPG Investment Advisors
California
$432K -$162K -577 -30%
76 77
78
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