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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
2476
Wexford Capital
Florida
$271K – – –
GFA
2477
Gallagher Fiduciary Advisors
Illinois
$270K +$320 +1 +0.1%
DWM
2478
Ducere Wealth Management
California
$270K +$256K +799 New
VHAM
2479
Van Hulzen Asset Management
California
$269K +$255K +796 New
CWAG
2480
Compton Wealth Advisory Group
Virginia
$269K -$32K -100 -11%
GFG
2481
Goldstone Financial Group
Illinois
$268K +$7.04K +22 +3%
LFGO
2482
Legacy Financial Group (Oklahoma)
Oklahoma
$268K +$2.24K +7 +0.9%
ASG
2483
Ariston Services Group
California
$268K +$254K +792 New
DCM
2484
Dorato Capital Management
Colorado
$266K – – –
AW
2485
Apricus Wealth
South Carolina
$266K – – –
PG
2486
Prostatis Group
Maryland
$265K -$18.9K -59 -7%
B
2487
Bellecapital
Switzerland
$265K – – –
AWP
2488
Ascent Wealth Partners
New York
$265K – – –
MWA
2489
Motive Wealth Advisors
Michigan
$265K +$8K +25 +3%
BWFA
2490
Baltimore-Washington Financial Advisors
Maryland
$264K -$92.5K -289 -27%
PAM
2491
PVG Asset Management
Colorado
$264K – – –
VP
2492
Verum Partners
North Carolina
$264K +$1.28K +4 +0.5%
NECFA
2493
New England Capital Financial Advisors
Connecticut
$262K +$320 +1 +0.1%
LWM
2494
LeConte Wealth Management
Tennessee
$262K +$15K +47 +6%
VAF
2495
Values Added Financial
District of Columbia
$262K +$23.1K +72 +10%
UWS
2496
Unique Wealth Strategies
Illinois
$261K -$4.16K -13 -2%
THL
2497
Tillman Hartley LLC
Colorado
$260K -$7.36K -23 -3%
TA
2498
TrueWealth Advisors
Alabama
$260K -$385K -1,204 -61%
DTL
2499
Dynamic Technology Lab
Singapore
$260K +$246K +768 New
NWM
2500
Nolet Wealth Management
Texas
$260K – – –
98 99
100
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