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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2376
Consilio Wealth Advisors
Washington
$235K +$208K +740 New
SPFA
2377
Summit Place Financial Advisors
New Jersey
$234K +$206K +732 New
RPCA
2378
Running Point Capital Advisors
California
$233K +$206K +732 New
MMM
2379
Mendel Money Management
Illinois
$233K +$206K +731 New
LJHT
2380
Laurie J. Hall Trustee
$233K +$205K +729 New
WH
2381
Willner & Heller
California
$232K -$185K -656 -47%
SPF
2382
South Plains Financial
Texas
$232K -$2.81K -10 -1%
PCM
2383
Parsons Capital Management
Rhode Island
$232K -$28.1K -100 -12%
AWP
2384
Ascent Wealth Partners
New York
$232K +$204K +726 New
CCM
2385
Canal Capital Management
Virginia
$231K +$204K +725 New
AWP
2386
Abacus Wealth Partners
California
$231K +$204K +725 New
PRP
2387
Peak Retirement Planning
Ohio
$231K +$204K +724 New
NWWA
2388
New Wave Wealth Advisors
Arkansas
$230K +$203K +722 New
AWAG
2389
ARS Wealth Advisors Group
Florida
$230K +$203K +721 New
Q
2390
QVR
California
$230K +$203K +721 New
PSFG
2391
Park Square Financial Group
Georgia
$229K +$281 +1 +0.1%
SGC
2392
Slocum, Gordon & Co
Rhode Island
$229K – – –
SWIM
2393
Smallwood Wealth Investment Management
New Jersey
$229K +$844 +3 +0.4%
HF
2394
Holcombe Financial
Georgia
$227K +$200K +712 New
SFS
2395
Stiles Financial Services
Minnesota
$227K -$27.6K -98 -12%
RL
2396
Retireful LLC
Michigan
$226K +$200K +709 New
T
2397
Tidemark
California
$225K +$22.8K +81 +13%
FFC
2398
Frederick Financial Consultants
Maryland
$225K +$199K +706 New
AFA
2399
American Financial Advisors
Georgia
$224K +$198K +702 New
MAG
2400
M3 Advisory Group
Massachusetts
$224K -$23.4K -83 -11%
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