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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
2476
Towarzystwo Funduszy Inwestycyjnych PZU SA
$213K – – –
1IA
2477
1620 Investment Advisors
Massachusetts
$212K +$318 +1 +0.2%
W
2478
WealthCollab
Washington
$212K – – –
MCCA
2479
Mill Creek Capital Advisors
Pennsylvania
$212K – – –
WPWM
2480
Western Pacific Wealth Management
Illinois
$211K – – –
AF
2481
Advisornet Financial
Minnesota
$211K +$10.2K +32 +5%
EL
2482
EWA LLC
Pennsylvania
$210K +$202K +634 New
TW
2483
Towerpoint Wealth
California
$210K +$201K +633 New
CCM
2484
Canal Capital Management
Virginia
$210K -$29.9K -94 -13%
CWA
2485
CogentBlue Wealth Advisors
Tennessee
$210K +$201K +631 New
LF
2486
Lee Financial
Texas
$209K +$200K +629 New
SFS
2487
Strategic Financial Services
New York
$209K +$200K +628 New
ACA
2488
Affinity Capital Advisors
California
$209K – – –
HBT
2489
Heartland Bank & Trust
Illinois
$208K -$189K -595 -49%
NPA
2490
Nichols & Pratt Advisers
Massachusetts
$208K -$7.95K -25 -4%
HW
2491
HORAN Wealth
Ohio
$208K +$199K +625 New
VP
2492
Verum Partners
North Carolina
$207K -$3.82K -12 -2%
MWM
2493
Mascoma Wealth Management
New Hampshire
$206K – – –
PFA
2494
Professional Financial Advisors
Nebraska
$206K +$197K +620 New
JWM
2495
JPL Wealth Management
Colorado
$206K +$197K +619 New
RBC
2496
Romano Brothers & Co
Illinois
$206K +$197K +619 New
VCM
2497
Vision Capital Management
Oregon
$205K +$197K +618 New
CA
2498
Claris Advisors
Missouri
$205K – – –
TCA
2499
Trifecta Capital Advisors
Illinois
$205K -$10.2K -32 -5%
TCMP
2500
Thrive Capital Management (Pennsylvania)
Pennsylvania
$205K -$7.63K -24 -4%
98 99
100
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