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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
2501
Verum Partners
North Carolina
$235K +$45.6K +136 +21%
AIM
2502
Axiom Investment Management
New York
$234K +$260K +775 New
NECFA
2503
New England Capital Financial Advisors
Connecticut
$234K +$671 +2 +0.3%
MSR
2504
Main Street Research
Connecticut
$234K -$14.8K -44 -5%
TAP
2505
TSG Advice Partners
Ohio
$233K -$16.1K -48 -6%
GFG
2506
Goldstone Financial Group
Illinois
$233K -$14.1K -42 -5%
SFP
2507
Sandbox Financial Partners
Maryland
$233K – – –
EL
2508
EWA LLC
Pennsylvania
$233K +$28.8K +86 +13%
LOPW
2509
Live Oak Private Wealth
North Carolina
$233K – – –
NWM
2510
Nolet Wealth Management
Texas
$232K – – –
WMN
2511
Wealth Management Nebraska
Nebraska
$232K – – –
APWM
2512
Argonautica Private Wealth Management
Massachusetts
$232K +$258K +768 New
FCU
2513
Financial Concepts Unlimited
Maine
$230K +$255K +762 New
IAS
2514
IMA Advisory Services
Colorado
$230K +$335 +1 +0.1%
GWAG
2515
Garrett Wealth Advisory Group
Texas
$230K +$254K +759 New
CWA
2516
Consilium Wealth Advisory
Texas
$229K -$6.71K -20 -3%
MWA
2517
Motive Wealth Advisors
Michigan
$229K +$4.02K +12 +2%
SW
2518
SkyOak Wealth
Michigan
$228K – – –
MWM
2519
Manske Wealth Management
Texas
$228K -$4.69K -14 -2%
LWA
2520
Lineweaver Wealth Advisors
Ohio
$227K -$46.3K -138 -16%
LIA
2521
LBMC Investment Advisors
Tennessee
$227K – – –
WPA
2522
Winning Points Advisors
Florida
$227K – – –
PWS
2523
Proactive Wealth Strategies
Georgia
$226K +$250K +747 New
CCWM
2524
Correct Capital Wealth Management
Missouri
$225K +$15.1K +45 +6%
HCP
2525
Hexagon Capital Partners
Arkansas
$225K +$249K +744 New
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