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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2026
HighMark Wealth Management
Minnesota
$8.7K +$498 +3 +6%
ACM
2027
Antonetti Capital Management
Florida
$8.25K – – –
RG
2028
Retirement Group
California
$8K – – –
BFPW
2029
BOK Financial Private Wealth
Colorado
$7.92K +$5.64K +34 +243%
HCM
2030
Horrell Capital Management
Arkansas
$7K – – –
TFGT
2031
TS Financial Group (TSFG)
Illinois
$7K – – –
SHIM
2032
Stone House Investment Management
Pennsylvania
$6.88K +$6.97K +42 New
TWD
2033
True Wealth Design
Ohio
$6.84K +$2.65K +16 +64%
DI
2034
Disciplined Investments
Oklahoma
$6.76K -$1.49K -9 -18%
GCM
2035
Gables Capital Management
Florida
$6.6K +$1.66K +10 +33%
CSC
2036
Caldwell Sutter Capital
California
$6.6K +$6.64K +40 New
NSG
2037
Nalls Sherbakoff Group
Tennessee
$6.17K +$6.3K +38 New
CWC
2038
Carolinas Wealth Consulting
North Carolina
$5.94K – – –
WIM
2039
WealthPlan Investment Management
Nebraska
$5.77K +$5.81K +35 New
ORAM
2040
One River Asset Management
Connecticut
$5.36K -$1.12M -6,765 -100%
RTL
2041
Red Tortoise LLC
Georgia
$5.28K – – –
BWS
2042
Buck Wealth Strategies
Colorado
$4.95K +$4.98K +30 New
FSWA
2043
Financial Synergies Wealth Advisors
Texas
$4.7K -$664 -4 -12%
PS
2044
PayPay Securities
Japan
$4.45K -$1.99K -12 -31%
OAJ
2045
Ogorek Anthony Joseph
New York
$4K +$4.15K +25 New
MBFW
2046
Morton Brown Family Wealth
Pennsylvania
$3.46K +$3.48K +21 New
LWA
2047
Lowe Wealth Advisors
Maryland
$3.3K – – –
NC
2048
NewSquare Capital
Pennsylvania
$3.13K – – –
JIR
2049
James Investment Research
Ohio
$3K – – –
AIP
2050
Ahrens Investment Partners
Louisiana
$2.8K +$2.82K +17 New
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