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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2226
Samalin Investment Counsel
New York
$207K +$190K +762 New
WI
2227
Wedgewood Investors
Pennsylvania
$206K +$189K +758 New
TSWM
2228
Tyler-Stone Wealth Management
Ohio
$206K +$153K +613 +423%
CPL
2229
CAP Partners LLC
Tennessee
$205K +$188K +757 New
EWM
2230
Executive Wealth Management
Michigan
$205K +$188K +757 New
SW
2231
SkyOak Wealth
Michigan
$205K +$188K +755 New
CAWM
2232
Capital Advisors Wealth Management
Washington
$204K +$187K +751 New
MCA
2233
Magnolia Capital Advisors
Mississippi
$204K +$187K +751 New
EAM
2234
Everstar Asset Management
North Carolina
$203K +$187K +750 New
LIA
2235
LBMC Investment Advisors
Tennessee
$203K +$187K +750 New
BTWM
2236
Baker Tilly Wealth Management
Wisconsin
$203K -$66.5K -267 -26%
SA
2237
Shilanski & Associates
Alaska
$203K +$187K +749 New
AA
2238
Acorns Advisers
California
$203K +$187K +750 New
NWA
2239
Navis Wealth Advisors
New York
$202K +$186K +745 New
VC
2240
Vestor Capital
Illinois
$202K – – –
CJL
2241
Cyrus J. Lawrence
New York
$197K – – –
A
2242
AlphaQuest
New York
$195K -$790K -3,172 -82%
SGC
2243
Slocum, Gordon & Co
Rhode Island
$195K – – –
LI
2244
LRI Investments
Florida
$193K +$19.7K +79 +13%
JFGIW
2245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$189K +$148K +596 +590%
FMTCOCP
2246
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$187K – – –
IHWM
2247
Iron Horse Wealth Management
Iowa
$187K +$249 +1 +0.1%
FCT
2248
First Community Trust
Iowa
$186K – – –
PWMG
2249
Prestige Wealth Management Group
New Jersey
$185K -$357K -1,434 -68%
AF
2250
Advisornet Financial
Minnesota
$184K +$67K +269 +66%
88 89
90
91 92