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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
2076
Pacific Capital Wealth Advisors
California
$364K -$57.1K -203 -15%
AC
2077
Allstate Corporation
Illinois
$362K -$6.96M -24,725 -96%
CG
2078
Clifford Group
Massachusetts
$362K – – –
HI
2079
Hudock Inc
Pennsylvania
$361K – – –
UFA
2080
Uptown Financial Advisors
Texas
$359K – – –
ATS
2081
Ashton Thomas Securities
New York
$359K -$15.5K -55 -5%
SSC
2082
Syverson Strege & Co
Iowa
$359K +$317K +1,126 New
AIM
2083
Advyzon Investment Management
Illinois
$358K +$67.8K +241 +27%
OCM
2084
Osterweis Capital Management
California
$358K +$73.2K +260 +30%
LL
2085
LPWM LLC
Minnesota
$358K +$316K +1,121 New
PGAM
2086
Princeton Global Asset Management
New Jersey
$357K -$2.42M -8,604 -88%
KIG
2087
Kessler Investment Group
Indiana
$357K -$7.32K -26 -2%
TPA
2088
Trivium Point Advisory
Connecticut
$356K +$3.38K +12 +1%
EFG
2089
Ehrlich Financial Group
California
$356K -$844 -3 -0.3%
IC
2090
Inscription Capital
Texas
$356K -$153K -544 -33%
SWTS
2091
Stonehaven Wealth & Tax Solutions
Wisconsin
$355K -$844 -3 -0.3%
CMF
2092
Counterpoint Mutual Funds
California
$355K +$314K +1,114 New
SSWM
2093
Strait & Sound Wealth Management
California
$353K – – –
CL
2094
COWA LLC
Oklahoma
$352K +$36.6K +130 +13%
HIIFS
2095
Harel Insurance Investments & Financial Services
Israel
$352K -$35.7K -127 -10%
PCA
2096
Providence Capital Advisors
North Carolina
$352K +$84.4K +300 +37%
MMHP
2097
Murphy Middleton Hinkle & Parker
Georgia
$351K – – –
PWP
2098
Perfromance Wealth Partners
Illinois
$351K +$310K +1,101 New
KWA
2099
Kellett Wealth Advisors
Ohio
$349K +$308K +1,096 New
WFA
2100
Wellspring Financial Advisors
Ohio
$349K +$308K +1,095 New
82 83
84
85 86