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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
USWIA
2226
UP Strategic Wealth Investment Advisors
Pennsylvania
$242K +$43.5K +147 +19%
TF
2227
Talbot Financial
Washington
$242K – – –
NRC
2228
New Republic Capital
North Carolina
$241K -$23.6K -80 -8%
OBWG
2229
Onyx Bridge Wealth Group
New York
$240K +$23.4K +79 +10%
BCG
2230
BayBridge Capital Group
California
$239K -$1.42M -4,813 -84%
WBC
2231
West Branch Capital
Massachusetts
$239K -$253K -857 -49%
JWM
2232
JGP Wealth Management
Oregon
$238K +$7.39K +25 +3%
EIG
2233
Ellenbecker Investment Group
Wisconsin
$238K – – –
AIM
2234
Advyzon Investment Management
Illinois
$237K +$261K +882 New
BWP
2235
Barlow Wealth Partners
Kentucky
$237K – – –
WP
2236
WealthPLAN Partners
Nebraska
$237K +$260K +880 New
ARC
2237
Advisor Resource Council
Texas
$237K +$810K +2,740 New
BA
2238
Bellwether Advisors
Nebraska
$236K – – –
AA
2239
Acorns Advisers
California
$236K +$34.6K +117 +15%
GWM
2240
Gibbs Wealth Management
Georgia
$235K +$13.3K +45 +5%
IB
2241
Intrust Bank
Kansas
$235K – – –
CWM
2242
Centurion Wealth Management
Virginia
$234K – – –
BP
2243
BNP Paribas
France
$234K +$22.8K +77 +18%
LK
2244
Lumbard & Kellner
New Hampshire
$234K – – –
DC
2245
DeDora Capital
California
$234K – – –
FH
2246
FWG Holdings
Florida
$233K – – –
SIA
2247
SGL Investment Advisors
Montana
$232K +$1.77K +6 +0.7%
MSF
2248
Mustard Seed Financial
Arkansas
$232K – – –
OCM
2249
Osterweis Capital Management
California
$232K +$1.48K +5 +0.6%
WFMPM
2250
Woodley Farra Manion Portfolio Management
Indiana
$232K -$3.84K -13 -1%
88 89
90
91 92