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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
2526
Wedgewood Investors
Pennsylvania
$247K – – –
AWM
2527
Ariadne Wealth Management
California
$247K +$233K +729 New
BFA
2528
Beacon Financial Advisory
Ohio
$247K +$233K +729 New
SPP
2529
Single Point Partners
Massachusetts
$247K +$233K +729 New
FC
2530
Fusion Capital
South Carolina
$245K +$10.9K +34 +5%
PEA
2531
Park Edge Advisors
Ohio
$244K -$62.4K -195 -21%
TCWM
2532
Total Clarity Wealth Management
Illinois
$244K -$24.3K -76 -10%
PHWM
2533
Pine Harbor Wealth Management
Maryland
$244K – – –
CAS
2534
CTC Alternative Strategies
Illinois
$244K +$231K +720 New
SGC
2535
Slocum, Gordon & Co
Rhode Island
$243K +$230K +718 New
MA
2536
MBA Advisors
Pennsylvania
$243K +$230K +717 New
NCM
2537
Novare Capital Management
North Carolina
$242K -$26.3K -82 -10%
SIP
2538
Snowwater Investment Partners
Connecticut
$242K +$229K +716 New
SWA
2539
Strategies Wealth Advisors
Michigan
$242K – – –
FCCM
2540
First City Capital Management
Georgia
$242K – – –
NLA
2541
Northern Lights Advisors
Washington
$242K +$229K +715 New
T
2542
Tidemark
California
$242K +$320 +1 +0.1%
WDL
2543
Well Done LLC
Michigan
$241K -$1.28K -4 -0.6%
PFG
2544
Pinnacle Financial Group
Illinois
$241K +$3.84K +12 +2%
PP
2545
PFS Partners
New Jersey
$241K +$160K +501 +237%
AIM
2546
Axiom Investment Management
New York
$240K -$20.8K -65 -8%
LWA
2547
Legacy Wealth Advisors
Florida
$240K +$227K +709 New
SPF
2548
South Plains Financial
Texas
$239K – – –
AFA
2549
American Financial Advisors
Georgia
$239K +$640 +2 +0.3%
BCA
2550
Bay Colony Advisors
Massachusetts
$239K +$2.24K +7 +1%
100 101
102
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