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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
2201
Pacific Capital Wealth Advisors
California
$418K – – –
UFA
2202
Uptown Financial Advisors
Texas
$417K – – –
CTA
2203
Colonial Trust Advisors
South Carolina
$417K -$82.3K -230 -17%
TWP
2204
Triad Wealth Partners
Kansas
$416K +$184K +514 +84%
MFPI
2205
Midwest Financial Partners Investments
Minnesota
$415K +$402K +1,122 New
EV
2206
EJMK Ventures
Illinois
$414K +$401K +1,120 New
SFGP
2207
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$414K +$6.08K +17 +2%
PPWM
2208
PFG Private Wealth Management
Florida
$413K +$399K +1,116 New
ML
2209
Mayport LLC
Massachusetts
$412K +$399K +1,114 New
BWM
2210
Baron Wealth Management
Michigan
$410K +$102K +286 +35%
UWP
2211
Uniting Wealth Partners
Kansas
$410K – – –
CL
2212
COWA LLC
Oklahoma
$409K – – –
GAM
2213
Groupama Asset Management
France
$408K -$16.1K -45 -4%
TA
2214
TruWealth Advisors
Louisiana
$408K -$4.29K -12 -1%
PCA
2215
Providence Capital Advisors
North Carolina
$408K – – –
AA
2216
ABC Arbitrage
France
$408K +$395K +1,103 New
APW
2217
Acima Private Wealth
Virginia
$407K – – –
ODIJL
2218
One Day In July LLC
Vermont
$407K +$48K +134 +14%
BFG
2219
Bouchey Financial Group
New York
$406K -$45.8K -128 -10%
KWA
2220
Kellett Wealth Advisors
Ohio
$406K -$14.3K -40 -4%
NAMNJ
2221
NorthStar Asset Management (New Jersey)
New Jersey
$405K +$358 +1 +0.1%
PA
2222
Planning Alternatives
Michigan
$403K +$32.6K +91 +9%
HC
2223
Hendley & Co
Ohio
$403K -$823K -2,300 -68%
GWM
2224
Greenwich Wealth Management
Connecticut
$403K +$17.9K +50 +5%
KIG
2225
Kessler Investment Group
Indiana
$403K -$11.1K -31 -3%
87 88
89
90 91