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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
2501
Romano Brothers & Co
Illinois
$206K +$197K +619 New
VCM
2502
Vision Capital Management
Oregon
$205K +$197K +618 New
CA
2503
Claris Advisors
Missouri
$205K – – –
TCA
2504
Trifecta Capital Advisors
Illinois
$205K -$10.2K -32 -5%
TCMP
2505
Thrive Capital Management (Pennsylvania)
Pennsylvania
$205K -$7.63K -24 -4%
APM
2506
a16z Perennial Management
California
$205K +$196K +616 New
TW
2507
Traveka Wealth
California
$204K +$196K +615 New
BFO
2508
Biltmore Family Office
North Carolina
$204K -$4.13K -13 -2%
IF
2509
Intrua Financial
Texas
$203K -$66.2K -208 -25%
ARG
2510
Advisory Resource Group
Oklahoma
$203K +$194K +610 New
PD
2511
Planning Directions
Pennsylvania
$202K +$194K +610 New
BWM
2512
Bullock Wealth Management
Indiana
$202K -$302K -951 -61%
BPW
2513
BLVD Private Wealth
Kentucky
$202K +$194K +609 New
KBFS
2514
Kohmann Bosshard Financial Services
Ohio
$202K +$194K +609 New
TWP
2515
Triad Wealth Partners
Kansas
$202K +$194K +609 New
RW
2516
Regimen Wealth
Georgia
$202K +$193K +607 New
WF
2517
Wayfinding Financial
Washington
$201K +$193K +608 New
KTC
2518
Kentucky Trust Company
Kentucky
$201K – – –
FAM
2519
Fenimore Asset Management
New York
$201K +$192K +605 New
GJWM
2520
Gilliland Jeter Wealth Management
Arkansas
$201K -$68.7K -216 -26%
FAT
2521
First American Trust
California
$200K +$191K +602 New
LC
2522
Lavaca Capital
Texas
$196K -$557K -1,752 -75%
LI
2523
LRI Investments
Florida
$194K -$34K -107 -16%
CFS
2524
CGC Financial Services
Oregon
$193K – – –
SIS
2525
Strategic Investment Solutions
Illinois
$191K -$454K -1,426 -71%
99 100
101
102 103