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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2026
Coho Partners
Pennsylvania
$228K +$207K +1,000 New
WA
2027
Wealthstar Advisors
Texas
$227K +$207K +998 New
FNC
2028
First National Corp
Massachusetts
$227K – – –
FMII
2029
Farmers & Merchants Investments Inc
Nebraska
$227K +$19.7K +95 +11%
FA
2030
FSA Advisors
Michigan
$226K +$206K +993 New
RFM
2031
Royal Fund Management
Florida
$225K +$204K +986 New
OCM
2032
Osterweis Capital Management
California
$224K – – –
BW
2033
BIP Wealth
Georgia
$224K +$204K +982 New
NF
2034
NavPoint Financial
Minnesota
$223K +$203K +981 New
CL
2035
COWA LLC
Oklahoma
$222K +$202K +975 New
HIIFS
2036
Harel Insurance Investments & Financial Services
Israel
$221K -$18.7K -90 -8%
FAM
2037
Family Asset Management
South Carolina
$221K +$201K +969 New
MCM
2038
Monument Capital Management
Virginia
$220K +$200K +966 New
AIM
2039
Aigen Investment Management
New York
$219K +$199K +960 New
SI
2040
Seeds Investor
New York
$218K -$26.3K -127 -12%
BFM
2041
Boothbay Fund Management
New York
$218K +$198K +956 New
FNT
2042
First Nebraska Trust
Nebraska
$217K +$198K +955 New
NFSG
2043
Newbridge Financial Services Group
Florida
$217K +$198K +953 New
HG
2044
Harbor Group
New Hampshire
$217K +$197K +952 New
PCM
2045
Princeton Capital Management
New Jersey
$217K +$197K +951 New
IW
2046
Imprint Wealth
South Carolina
$216K +$197K +951 New
CIAS
2047
Capital Investment Advisory Services
North Carolina
$216K +$197K +948 New
MAWA
2048
Moss Adams Wealth Advisors
Washington
$215K -$125K -604 -39%
ACA
2049
Ackerman Capital Advisors
Texas
$215K +$196K +946 New
MCM
2050
Marathon Capital Management
Maryland
$215K +$196K +945 New
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