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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2476
PVG Asset Management
Colorado
$291K – – –
HGWM
2477
Horst & Graben Wealth Management
Oregon
$291K +$358 +1 +0.1%
GCP
2478
Guardian Capital (Pennsylvania)
Pennsylvania
$290K +$281K +785 New
MWA
2479
Medallion Wealth Advisors
Connecticut
$290K +$1.43K +4 +0.5%
LFGO
2480
Legacy Financial Group (Oklahoma)
Oklahoma
$290K – – –
B
2481
Bellecapital
Switzerland
$290K – – –
AP
2482
Advisortrust Partners
North Carolina
$289K +$280K +782 New
WDL
2483
Well Done LLC
Michigan
$289K +$280K +782 New
CWA
2484
Consilium Wealth Advisory
Texas
$288K – – –
DWM
2485
DecisionMap Wealth Management
Virginia
$287K +$4.29K +12 +2%
SFG
2486
SevenBridge Financial Group
Pennsylvania
$287K -$64.4K -180 -19%
NECFA
2487
New England Capital Financial Advisors
Connecticut
$286K -$11.8K -33 -4%
DF
2488
Donoghue Forlines
Massachusetts
$285K +$276K +771 New
SFP
2489
Sandbox Financial Partners
Maryland
$285K +$358 +1 +0.1%
LOPW
2490
Live Oak Private Wealth
North Carolina
$284K -$358 -1 -0.1%
NWM
2491
Nolet Wealth Management
Texas
$284K +$275K +768 New
MR
2492
Munich Reinsurance
$284K -$87.7K -245 -24%
WMN
2493
Wealth Management Nebraska
Nebraska
$284K -$2.86K -8 -1%
MWM
2494
Manske Wealth Management
Texas
$284K – – –
WAS
2495
Wealth Advisory Solutions
Indiana
$284K – – –
WH
2496
Willner & Heller
California
$284K +$7.87K +22 +3%
QWM
2497
Quadcap Wealth Management
Texas
$282K +$5.01K +14 +2%
GS
2498
GWN Securities
Florida
$282K +$273K +762 New
EIG
2499
Ellenbecker Investment Group
Wisconsin
$281K -$44.7K -125 -14%
CWA
2500
Consilio Wealth Advisors
Washington
$281K +$1.43K +4 +0.5%
98 99
100
101 102