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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
2401
Correct Capital Wealth Management
Missouri
$223K -$83.3K -296 -30%
CAIM
2402
Catherine Avery Investment Management
Florida
$223K – – –
BMCM
2403
Burns Matteson Capital Management
New York
$223K +$197K +700 New
PHWM
2404
Pine Harbor Wealth Management
Maryland
$223K +$197K +699 New
PCM
2405
Pointe Capital Management
Michigan
$223K +$197K +699 New
PVAMC
2406
PPS&V Asset Management Consultants
Michigan
$223K +$196K +698 New
TF
2407
Trek Financial
Arizona
$223K +$196K +698 New
OBGC
2408
O'Brien Greene & Co
Pennsylvania
$222K +$196K +695 New
AW
2409
Avion Wealth
Texas
$221K -$38.6K -137 -17%
EFL
2410
ERn Financial LLC
Wisconsin
$221K -$790K -2,806 -80%
LI
2411
LRI Investments
Florida
$220K -$20.5K -73 -10%
FCM
2412
Fourpath Capital Management
Oklahoma
$219K +$194K +688 New
GCA
2413
Gradient Capital Advisors
California
$219K +$194K +688 New
FMTCOCP
2414
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$219K – – –
OBWG
2415
Onyx Bridge Wealth Group
New York
$219K -$57.7K -205 -23%
RFN
2416
Redwood Financial Network
Ohio
$218K +$192K +683 New
PWMG
2417
Prestige Wealth Management Group
New Jersey
$218K – – –
RWA
2418
Rooted Wealth Advisors
Illinois
$217K +$191K +680 New
ST
2419
Somerset Trust
Pennsylvania
$217K +$192K +681 New
SPP
2420
Single Point Partners
Massachusetts
$217K +$192K +682 New
SI
2421
Seeds Investor
New York
$217K +$191K +680 New
TBWA
2422
Three Bridge Wealth Advisors
California
$216K +$190K +676 New
SFA
2423
Semmax Financial Advisors
North Carolina
$215K +$563 +2 +0.3%
EWM
2424
Elmwood Wealth Management
California
$215K +$190K +675 New
BWL
2425
Bogart Wealth LLC
Virginia
$215K -$3.66K -13 -2%
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97
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