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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
2201
Romano Brothers & Co
Illinois
$217K +$199K +800 New
KWMG
2202
King Wealth Management Group
Florida
$216K +$198K +797 New
BRM
2203
Boston Research & Management
Massachusetts
$216K +$199K +800 New
GJWM
2204
Gilliland Jeter Wealth Management
Arkansas
$216K – – –
FAIM
2205
Financial Advocates Investment Management
Washington
$216K +$198K +795 New
HCM
2206
Hengehold Capital Management
Ohio
$215K +$198K +794 New
CWAG
2207
Compton Wealth Advisory Group
Virginia
$215K +$198K +794 New
CWM
2208
Centurion Wealth Management
Virginia
$214K +$197K +790 New
IF
2209
IRON Financial
Illinois
$214K +$196K +789 New
AC
2210
AlphaCore Capital
California
$214K +$196K +789 New
CPW
2211
Crestmont Private Wealth
Texas
$213K +$196K +787 New
KFS
2212
Kelly Financial Services
Massachusetts
$213K +$249 +1 +0.1%
BWM
2213
Baron Wealth Management
Michigan
$212K +$195K +783 New
B
2214
Bellecapital
Switzerland
$212K +$195K +783 New
FFC
2215
First Financial Corp
Indiana
$211K -$12K -48 -6%
IWP
2216
Insight Wealth Partners
Texas
$211K +$193K +777 New
PSCM
2217
Per Stirling Capital Management
Texas
$210K +$193K +775 New
CP
2218
Castleview Partners
Texas
$210K -$249 -1 -0.1%
LOPW
2219
Live Oak Private Wealth
North Carolina
$210K +$192K +773 New
CB
2220
Chris Bulman
California
$209K +$20.9K +84 +12%
ST
2221
Somerset Trust
Pennsylvania
$209K +$192K +771 New
PCA
2222
Providence Capital Advisors
North Carolina
$209K – – –
GWM
2223
Gibbs Wealth Management
Georgia
$208K +$191K +768 New
SFA
2224
Semmax Financial Advisors
North Carolina
$208K +$249 +1 +0.1%
NQWM
2225
Northwest Quadrant Wealth Management
Oregon
$207K +$190K +765 New
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