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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WH
2501
Willner & Heller
California
$284K +$7.87K +22 +3%
QWM
2502
Quadcap Wealth Management
Texas
$282K +$5.01K +14 +2%
GS
2503
GWN Securities
Florida
$282K +$273K +762 New
EIG
2504
Ellenbecker Investment Group
Wisconsin
$281K -$44.7K -125 -14%
CWA
2505
Consilio Wealth Advisors
Washington
$281K +$1.43K +4 +0.5%
PFA
2506
Plotkin Financial Advisors
Maryland
$281K +$33.3K +93 +14%
IAS
2507
IMA Advisory Services
Colorado
$280K +$12.2K +34 +5%
NCTC
2508
New Covenant Trust Company
Indiana
$280K +$3.94K +11 +1%
SI
2509
Seeds Investor
New York
$280K +$19K +53 +8%
SW
2510
SkyOak Wealth
Michigan
$279K – – –
CRI
2511
Colonial River Investments
Virginia
$279K +$29K +81 +12%
DE
2512
DV Equities
Illinois
$279K +$269K +753 New
WI
2513
Wedgewood Investors
Pennsylvania
$277K -$358 -1 -0.1%
LIA
2514
LBMC Investment Advisors
Tennessee
$277K – – –
WPA
2515
Winning Points Advisors
Florida
$277K +$268K +750 New
VAF
2516
Values Added Financial
District of Columbia
$277K +$7.87K +22 +3%
MWA
2517
Motive Wealth Advisors
Michigan
$276K -$1.43K -4 -0.5%
FPW
2518
Fairvoy Private Wealth
Alabama
$275K -$15.4K -43 -5%
FFC
2519
First Financial Corp
Indiana
$274K – – –
FCCM
2520
First City Capital Management
Georgia
$274K – – –
NF
2521
Nvest Financial
New Hampshire
$273K +$264K +738 New
ACM
2522
Aspen Capital Management
Idaho
$273K – – –
COCM
2523
Charter Oak Capital Management
New Hampshire
$272K -$6.8K -19 -3%
LWM
2524
LeConte Wealth Management
Tennessee
$271K +$6.08K +17 +2%
BW
2525
BXM Wealth
Colorado
$271K -$245K -685 -48%
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