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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
2276
New England Capital Financial Advisors
Connecticut
$242K +$287 +1 +0.1%
TA
2277
TrueWealth Advisors
Alabama
$242K -$315K -1,097 -57%
OBWG
2278
Onyx Bridge Wealth Group
New York
$241K +$1.44K +5 +0.6%
RPCONE
2279
Retirement Planning Company of New England
Rhode Island
$240K -$6.89K -24 -3%
SFS
2280
Stiles Financial Services
Minnesota
$240K +$287 +1 +0.1%
LFGO
2281
Legacy Financial Group (Oklahoma)
Oklahoma
$240K – – –
NFP
2282
Narus Financial Partners
Utah
$239K -$8.04K -28 -3%
WAM
2283
Wallington Asset Management
Indiana
$238K -$7.47K -26 -3%
EM
2284
ELCO Management
New York
$237K -$14.4K -50 -6%
BFIC
2285
Bedell Frazier Investment Counselling
California
$237K – – –
KIA
2286
Knollwood Investment Advisory
Maryland
$237K – – –
GJWM
2287
Gilliland Jeter Wealth Management
Arkansas
$237K +$862 +3 +0.4%
BRM
2288
Boston Research & Management
Massachusetts
$237K – – –
HCM
2289
Hengehold Capital Management
Ohio
$236K – – –
CWAG
2290
Compton Wealth Advisory Group
Virginia
$236K – – –
FNB
2291
Farmers National Bank
Kentucky
$235K +$228K +793 New
KWMG
2292
King Wealth Management Group
Florida
$235K -$1.44K -5 -0.6%
VC
2293
Vestor Capital
Illinois
$235K +$13.5K +47 +6%
CWM
2294
Centurion Wealth Management
Virginia
$234K – – –
IF
2295
IRON Financial
Illinois
$234K +$287 +1 +0.1%
NWWA
2296
New Wave Wealth Advisors
Arkansas
$234K -$9.77K -34 -4%
KFS
2297
Kelly Financial Services
Massachusetts
$233K – – –
SIA
2298
Schear Investment Advisers
Ohio
$233K +$225K +784 New
WP
2299
WealthShield Partners
North Carolina
$232K -$39.4K -137 -15%
B
2300
Bellecapital
Switzerland
$232K – – –
90 91
92
93 94