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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
2501
LBMC Investment Advisors
Tennessee
$254K – – –
WPA
2502
Winning Points Advisors
Florida
$254K – – –
EIG
2503
Ellenbecker Investment Group
Wisconsin
$254K -$8.96K -28 -4%
CWA
2504
Consilio Wealth Advisors
Washington
$253K +$2.56K +8 +1%
PWS
2505
Proactive Wealth Strategies
Georgia
$253K +$320 +1 +0.1%
MWM
2506
Manske Wealth Management
Texas
$253K -$2.24K -7 -0.9%
NA
2507
Nautilus Advisors
California
$252K -$143K -448 -38%
AFA
2508
Antonelli Financial Advisors
Michigan
$252K -$22.4K -70 -9%
CCWM
2509
Correct Capital Wealth Management
Missouri
$252K – – –
BWM
2510
BigSur Wealth Management
Florida
$252K – – –
NF
2511
Nvest Financial
New Hampshire
$250K +$320 +1 +0.1%
SL
2512
Summitry LLC
California
$250K -$206K -643 -47%
DMBA
2513
Deseret Mutual Benefit Administrators
Utah
$250K -$23.7K -74 -9%
EFMC
2514
Empire Financial Management Company
New York
$250K -$3.95M -12,348 -94%
VDC
2515
Van Diest Capital
Iowa
$250K -$296K -924 -56%
RIP
2516
RAM Investment Partners
Washington
$249K +$7.36K +23 +3%
BWL
2517
Bogart Wealth LLC
Virginia
$249K +$25.3K +79 +12%
SWM
2518
SHP Wealth Management
Massachusetts
$249K +$6.72K +21 +3%
AWM
2519
Aviso Wealth Management
Washington
$249K +$1.28K +4 +0.5%
AFG
2520
Albion Financial Group
Utah
$249K +$47.1K +147 +25%
SFG
2521
Sather Financial Group
Texas
$249K +$235K +735 New
FWP
2522
FAS Wealth Partners
Kansas
$248K -$16.3K -51 -6%
DT
2523
DV Trading
Illinois
$248K -$597K -1,864 -72%
AGA
2524
Arch Global Advisors
New York
$248K – – –
SQA
2525
Simon Quick Advisors
New Jersey
$248K +$234K +732 New
99 100
101
102 103