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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2301
CarsonAllaria Wealth Management
Illinois
$11.1K – – –
RWA
2302
Redmont Wealth Advisors
Illinois
$10.9K – – –
PP
2303
Pacifica Partners
Canada
$10.6K -$28.9K -125 -74%
NAAA
2304
New Age Alpha Advisors
New York
$10.2K +$10.2K +44 New
HCM
2305
Horrell Capital Management
Arkansas
$10K – – –
HWM
2306
HighMark Wealth Management
Minnesota
$9.82K – – –
SHIM
2307
Stone House Investment Management
Pennsylvania
$9.8K – – –
SWM
2308
Sugarloaf Wealth Management
Georgia
$9.72K – – –
RF
2309
Robinswood Financial
Washington
$9.49K – – –
CWC
2310
Carolinas Wealth Consulting
North Carolina
$9.26K -$232 -1 -2%
FW
2311
Fairway Wealth
Ohio
$9.03K +$9.03K +39 New
DCM
2312
Davis Capital Management
Florida
$8.88K +$5.79K +25 +192%
EC
2313
Elequin Capital
New York
$8.8K +$8.8K +38 New
TWP
2314
Triad Wealth Partners
Kansas
$8.35K +$8.34K +36 New
TCCM
2315
Timber Creek Capital Management
Massachusetts
$8.1K – – –
BWP
2316
Baldwin Wealth Partners
Massachusetts
$8.1K +$6.25K +27 +338%
DMIC
2317
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.1K +$8.11K +35 New
GIM
2318
Gold Investment Management
Alberta, Canada
$7.64K – – –
SFC
2319
Strategic Financial Concepts
Texas
$7.42K +$19.8M +85,396 New
RTL
2320
Red Tortoise LLC
Georgia
$7.41K – – –
OAJ
2321
Ogorek Anthony Joseph
New York
$7K +$2.08K +9 +36%
HI
2322
Hoey Investments
Pennsylvania
$6.95K – – –
CAM
2323
ClariVest Asset Management
California
$6.23K -$3.01K -13 -33%
TFGT
2324
TS Financial Group (TSFG)
Illinois
$6K – – –
TWD
2325
True Wealth Design
Ohio
$5.89K – – –
91 92
93
94 95