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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
2476
Center For Asset Management
Florida
$242K -$2.01K -6 -0.7%
NCM
2477
Novare Capital Management
North Carolina
$241K -$2.35K -7 -0.9%
SPFA
2478
Summit Place Financial Advisors
New Jersey
$241K +$25.5K +76 +11%
NIM
2479
Northeast Investment Management
Massachusetts
$241K +$268K +798 New
GFA
2480
Gallagher Fiduciary Advisors
Illinois
$241K +$2.68K +8 +1%
LF
2481
Lantz Financial
Illinois
$241K -$3.69K -11 -1%
BRM
2482
Boston Research & Management
Massachusetts
$241K – – –
TCWM
2483
Total Clarity Wealth Management
Illinois
$241K -$25.8K -77 -9%
HIS
2484
Harvest Investment Services
Illinois
$241K +$3.35K +10 +1%
DCM
2485
Dorato Capital Management
Colorado
$240K +$8.38K +25 +3%
DIM
2486
DLK Investment Management
California
$240K – – –
THL
2487
Tillman Hartley LLC
Colorado
$240K -$64.4K -192 -19%
ASG
2488
Ariston Services Group
California
$240K -$285K -849 Closed
SGFG
2489
Silver Grove Financial Group
New York
$239K +$265K +789 New
CWA
2490
Clarity Wealth Advisors
California
$238K -$6.04K -18 -2%
AW
2491
Apricus Wealth
South Carolina
$238K -$20.1K -60 -7%
UWS
2492
Unique Wealth Strategies
Illinois
$238K -$9.39K -28 -3%
MWA
2493
Medallion Wealth Advisors
Connecticut
$237K – – –
LFGO
2494
Legacy Financial Group (Oklahoma)
Oklahoma
$237K – – –
FWP
2495
FAS Wealth Partners
Kansas
$237K +$40.2K +120 +18%
B
2496
Bellecapital
Switzerland
$237K – – –
BC
2497
Brio Consultants
California
$237K -$36.9K -110 -13%
AWP
2498
Ascent Wealth Partners
New York
$237K +$18.8K +56 +8%
WH
2499
Willner & Heller
California
$235K +$3.69K +11 +1%
EIG
2500
Ellenbecker Investment Group
Wisconsin
$235K +$5.7K +17 +2%
98 99
100
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