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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2476
Lionshead Wealth Management
New York
$214K – – –
DCM
2477
Donaldson Capital Management
Indiana
$214K -$5.41K -17 -3%
CCM
2478
Chickasaw Capital Management
Tennessee
$213K – – –
WCM
2479
Warburton Capital Management
Oklahoma
$213K +$207K +651 New
LB
2480
Legacy Bridge
Iowa
$213K – – –
TFIPS
2481
Towarzystwo Funduszy Inwestycyjnych PZU SA
$213K – – –
1IA
2482
1620 Investment Advisors
Massachusetts
$212K +$318 +1 +0.2%
W
2483
WealthCollab
Washington
$212K – – –
MCCA
2484
Mill Creek Capital Advisors
Pennsylvania
$212K – – –
WPWM
2485
Western Pacific Wealth Management
Illinois
$211K – – –
AF
2486
Advisornet Financial
Minnesota
$211K +$10.2K +32 +5%
EL
2487
EWA LLC
Pennsylvania
$210K +$202K +634 New
TW
2488
Towerpoint Wealth
California
$210K +$201K +633 New
CCM
2489
Canal Capital Management
Virginia
$210K -$29.9K -94 -13%
CWA
2490
CogentBlue Wealth Advisors
Tennessee
$210K +$201K +631 New
LF
2491
Lee Financial
Texas
$209K +$200K +629 New
SFS
2492
Strategic Financial Services
New York
$209K +$200K +628 New
ACA
2493
Affinity Capital Advisors
California
$209K – – –
HBT
2494
Heartland Bank & Trust
Illinois
$208K -$189K -595 -49%
NPA
2495
Nichols & Pratt Advisers
Massachusetts
$208K -$7.95K -25 -4%
HW
2496
HORAN Wealth
Ohio
$208K +$199K +625 New
VP
2497
Verum Partners
North Carolina
$207K -$3.82K -12 -2%
MWM
2498
Mascoma Wealth Management
New Hampshire
$206K – – –
PFA
2499
Professional Financial Advisors
Nebraska
$206K +$197K +620 New
JWM
2500
JPL Wealth Management
Colorado
$206K +$197K +619 New
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