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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FNB
2501
Farmers National Bank
Kentucky
$260K -$15.7K -49 -6%
APWM
2502
Argonautica Private Wealth Management
Massachusetts
$260K – – –
WMN
2503
Wealth Management Nebraska
Nebraska
$260K – – –
GWAG
2504
Garrett Wealth Advisory Group
Texas
$260K +$2.88K +9 +1%
CF
2505
Convergence Financial
Missouri
$259K +$245K +766 New
BC
2506
Brio Consultants
California
$259K +$5.44K +17 +2%
CCFM
2507
Clear Creek Financial Management
Washington
$259K +$18.3K +57 +8%
LOPW
2508
Live Oak Private Wealth
North Carolina
$259K -$1.28K -4 -0.5%
CWA
2509
Clarity Wealth Advisors
California
$258K -$7.68K -24 -3%
HCP
2510
Hexagon Capital Partners
Arkansas
$258K +$5.76K +18 +2%
SC
2511
Saiph Capital
New Jersey
$258K +$244K +762 New
TFIPS
2512
Towarzystwo Funduszy Inwestycyjnych PZU SA
$257K +$44.8K +140 +23%
CWA
2513
Consilium Wealth Advisory
Texas
$256K – – –
SW
2514
SkyOak Wealth
Michigan
$255K – – –
DWM
2515
DecisionMap Wealth Management
Virginia
$255K +$8.64K +27 +4%
KWMG
2516
King Wealth Management Group
Florida
$255K +$11.2K +35 +5%
SPAS
2517
Spectrum Planning & Advisory Services
California
$255K -$118K -368 -33%
EBA
2518
Eagle Bay Advisors
New York
$255K +$5.12K +16 +2%
WAM
2519
Wolverine Asset Management
Illinois
$254K -$1.55M -4,831 -87%
LIA
2520
LBMC Investment Advisors
Tennessee
$254K – – –
WPA
2521
Winning Points Advisors
Florida
$254K – – –
EIG
2522
Ellenbecker Investment Group
Wisconsin
$254K -$8.96K -28 -4%
CWA
2523
Consilio Wealth Advisors
Washington
$253K +$2.56K +8 +1%
PWS
2524
Proactive Wealth Strategies
Georgia
$253K +$320 +1 +0.1%
MWM
2525
Manske Wealth Management
Texas
$253K -$2.24K -7 -0.9%
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101
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