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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IW
2051
Imprint Wealth
South Carolina
$216K +$197K +951 New
CIAS
2052
Capital Investment Advisory Services
North Carolina
$216K +$197K +948 New
MAWA
2053
Moss Adams Wealth Advisors
Washington
$215K -$125K -604 -39%
ACA
2054
Ackerman Capital Advisors
Texas
$215K +$196K +946 New
MCM
2055
Marathon Capital Management
Maryland
$215K +$196K +945 New
AWM
2056
Aprio Wealth Management
Georgia
$215K +$196K +945 New
WFMPM
2057
Woodley Farra Manion Portfolio Management
Indiana
$215K +$196K +943 New
CWA
2058
CM Wealth Advisors
Ohio
$214K +$189K +910 New
PPWM
2059
PFG Private Wealth Management
Florida
$214K +$12.6K +61 +7%
WWP
2060
WR Wealth Planners
Missouri
$214K +$195K +940 New
AFP
2061
Ausdal Financial Partners
Iowa
$214K -$49.1K -237 -20%
MAG
2062
M3 Advisory Group
Massachusetts
$213K +$194K +937 New
AHL
2063
Abel Hall LLC
Louisiana
$213K +$194K +937 New
GPI
2064
General Partner Inc
Pennsylvania
$213K – – –
SEC
2065
Seven Eight Capital
New York
$213K +$194K +936 New
ATWA
2066
Arbor Trust Wealth Advisors
Michigan
$213K +$202K +975 New
NFP
2067
Narus Financial Partners
Utah
$213K +$194K +934 New
SFG
2068
SevenBridge Financial Group
Pennsylvania
$213K -$56.8K -274 -23%
RCG
2069
Ruane, Cunniff & Goldfarb
New York
$212K +$193K +932 New
AA
2070
Advisory Alpha
Michigan
$212K +$193K +931 New
CPL
2071
CAP Partners LLC
Tennessee
$211K +$192K +927 New
SAW
2072
Signal Advisors Wealth
Michigan
$211K +$192K +925 New
WWM
2073
WT Wealth Management
Arizona
$210K +$191K +923 New
SCM
2074
Saxony Capital Management
Missouri
$210K +$191K +921 New
EIA
2075
Edgemoor Investment Advisors
Maryland
$210K +$191K +921 New
81 82
83
84 85