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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2076
Vivaldi Capital Management
Illinois
$396K +$8.59K +27 +2%
AWA
2077
AGH Wealth Advisors
Kansas
$395K +$6.36K +20 +2%
YDMI
2078
Y.D. More Investments
Israel
$394K -$63.9K -201 -14%
CAAS
2079
Capital Asset Advisory Services
Michigan
$394K -$1.59K -5 -0.4%
VC
2080
Vicus Capital
Pennsylvania
$393K -$1.91K -6 -0.5%
HFS
2081
Hantz Financial Services
Michigan
$393K +$65.5K +206 +21%
APG
2082
Abacus Planning Group
South Carolina
$392K -$5.09K -16 -1%
MIC
2083
Means Investment Company
Maine
$392K -$4.45K -14 -1%
VCP
2084
Vista Capital Partners
Oregon
$392K +$375K +1,179 New
NWM
2085
Northwest Wealth Management
Iowa
$391K +$7.32K +23 +2%
EGA
2086
E&G Advisors
Texas
$391K +$8.59K +27 +2%
MIM
2087
Montgomery Investment Management
Maryland
$390K – – –
BTWM
2088
Brass Tax Wealth Management
Ohio
$390K +$5.41K +17 +1%
HWA
2089
Heartwood Wealth Advisors
Virginia
$389K – – –
IC
2090
Inscription Capital
Texas
$387K +$16.2K +51 +5%
JF
2091
Joule Financial
Kentucky
$387K +$371K +1,165 New
BCM
2092
Berbice Capital Management
New York
$387K – – –
AWA
2093
Alta Wealth Advisors
Massachusetts
$386K -$31.8K -100 -8%
SIC
2094
Samalin Investment Counsel
New York
$386K -$12.7K -40 -3%
EWA
2095
Encompass Wealth Advisors
Oregon
$386K – – –
GWM
2096
Gitterman Wealth Management
New Jersey
$386K – – –
CA
2097
Claro Advisors
Massachusetts
$384K -$17.5K -55 -5%
KBG
2098
Kahn Brothers Group
New York
$382K +$366K +1,150 New
GWP
2099
Gateway Wealth Partners
Wisconsin
$382K +$21K +66 +6%
GAM
2100
Groupama Asset Management
France
$382K -$1.41M -4,444 -79%
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