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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2476
Brio Consultants
California
$203K +$179K +635 New
WPWM
2477
Western Pacific Wealth Management
Illinois
$202K – – –
MFWP
2478
Mosaic Family Wealth Partners
Missouri
$202K +$178K +634 New
LWA
2479
Lantern Wealth Advisors
New York
$202K +$178K +632 New
ACA
2480
Affinity Capital Advisors
California
$201K +$178K +631 New
FCM
2481
Fogel Capital Management
Florida
$201K +$178K +631 New
BFO
2482
Biltmore Family Office
North Carolina
$200K -$42.2K -150 -19%
CWM
2483
Centricity Wealth Management
Ohio
$200K – – –
TPWA
2484
Twin Peaks Wealth Advisors
California
$198K +$184K +653 New
MWM
2485
Mascoma Wealth Management
New Hampshire
$198K – – –
FCT
2486
First Community Trust
Iowa
$195K – – –
KTC
2487
Kentucky Trust Company
Kentucky
$193K -$21.1K -75 -11%
AF
2488
Advisornet Financial
Minnesota
$192K +$55.7K +198 +49%
CFS
2489
CGC Financial Services
Oregon
$186K +$164K +582 New
SIS
2490
Sound Income Strategies
Florida
$184K -$22.2K -79 -12%
WBWA
2491
William B. Walkup & Associates
South Carolina
$180K – – –
AA
2492
Addison Advisors
Vermont
$179K -$11K -39 -7%
IUHSA
2493
Itau Unibanco Holding S.A.
Brazil
$179K -$20K -71 -11%
SNB
2494
Security National Bank
Nebraska
$174K – – –
MAFA
2495
MJT & Associates Financial Advisory
Minnesota
$173K – – –
VWA
2496
VSM Wealth Advisory
Maryland
$170K – – –
SC
2497
Stephens Consulting
Michigan
$165K +$4.79K +17 +3%
AWM
2498
Activest Wealth Management
Florida
$163K +$34.9K +124 +32%
IWM
2499
IMG Wealth Management
Florida
$162K +$5.35K +19 +4%
CIA
2500
Cape Investment Advisory
Georgia
$160K +$1.41K +5 +1%
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