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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
2526
Nautilus Advisors
California
$252K -$143K -448 -38%
AFA
2527
Antonelli Financial Advisors
Michigan
$252K -$22.4K -70 -9%
CCWM
2528
Correct Capital Wealth Management
Missouri
$252K – – –
BWM
2529
BigSur Wealth Management
Florida
$252K – – –
NF
2530
Nvest Financial
New Hampshire
$250K +$320 +1 +0.1%
SL
2531
Summitry LLC
California
$250K -$206K -643 -47%
DMBA
2532
Deseret Mutual Benefit Administrators
Utah
$250K -$23.7K -74 -9%
EFMC
2533
Empire Financial Management Company
New York
$250K -$3.95M -12,348 -94%
VDC
2534
Van Diest Capital
Iowa
$250K -$296K -924 -56%
RIP
2535
RAM Investment Partners
Washington
$249K +$7.36K +23 +3%
BWL
2536
Bogart Wealth LLC
Virginia
$249K +$25.3K +79 +12%
SWM
2537
SHP Wealth Management
Massachusetts
$249K +$6.72K +21 +3%
AWM
2538
Aviso Wealth Management
Washington
$249K +$1.28K +4 +0.5%
AFG
2539
Albion Financial Group
Utah
$249K +$47.1K +147 +25%
SFG
2540
Sather Financial Group
Texas
$249K +$235K +735 New
FWP
2541
FAS Wealth Partners
Kansas
$248K -$16.3K -51 -6%
DT
2542
DV Trading
Illinois
$248K -$597K -1,864 -72%
AGA
2543
Arch Global Advisors
New York
$248K – – –
SQA
2544
Simon Quick Advisors
New Jersey
$248K +$234K +732 New
WI
2545
Wedgewood Investors
Pennsylvania
$247K – – –
AWM
2546
Ariadne Wealth Management
California
$247K +$233K +729 New
BFA
2547
Beacon Financial Advisory
Ohio
$247K +$233K +729 New
SPP
2548
Single Point Partners
Massachusetts
$247K +$233K +729 New
FC
2549
Fusion Capital
South Carolina
$245K +$10.9K +34 +5%
IAG
2550
Innovative Advisory Group
Massachusetts
$245K – – –
100 101
102
103 104