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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2026
Elmwood Wealth Management
California
$501K +$255K +797 +116%
PWA
2027
Physician Wealth Advisors
Utah
$500K +$320 +1 +0.1%
VCM
2028
Versant Capital Management
Arizona
$500K -$73.3K -229 -13%
FBFS
2029
First Business Financial Services
Wisconsin
$499K +$961 +3 +0.2%
5NPW
2030
55 North Private Wealth
Florida
$499K +$8K +25 +2%
SH
2031
SLT Holdings
Arizona
$499K +$34.3K +107 +8%
ES
2032
Eagle Strategies
New York
$495K +$469K +1,464 New
CF
2033
Centaurus Financial
California
$494K -$64.4K -201 -12%
BIM
2034
Barton Investment Management
Pennsylvania
$494K -$20.8K -65 -4%
CCM
2035
Crew Capital Management
Ohio
$494K – – –
CWM
2036
Centric Wealth Management
Illinois
$493K – – –
FB
2037
First Bancorp
Maine
$491K – – –
OL
2038
OneFund LLC
Florida
$490K -$8.32K -26 -2%
ISFAN
2039
Investor's Fiduciary Advisor Network
Washington
$489K -$46.1K -144 -9%
ECAM
2040
East Coast Asset Management
Massachusetts
$488K – – –
CIA
2041
Compass Ion Advisors
Pennsylvania
$487K -$17K -53 -4%
NB
2042
Northwest Bancshares
Pennsylvania
$487K – – –
6F
2043
626 Financial
Michigan
$484K +$320 +1 +0.1%
HI
2044
Hudock Inc
Pennsylvania
$484K +$96.1K +300 +27%
MCM
2045
Mendel Capital Management
Arkansas
$483K +$1.28K +4 +0.3%
CFM
2046
Compass Financial Management
Florida
$483K +$453K +1,414 New
RIM
2047
Redwood Investment Management
Arizona
$481K +$1.6K +5 +0.4%
FWM
2048
Forza Wealth Management
Florida
$479K – – –
SDAM
2049
Shulman DeMeo Asset Management
New York
$476K +$1.6K +5 +0.4%
TIM
2050
Tortoise Investment Management
New York
$476K +$30.1K +94 +7%
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