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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
2526
Marks Group Wealth Management
Minnesota
$268K +$259K +724 New
FVWA
2527
Foster Victor Wealth Advisors
South Carolina
$268K -$10.4K -29 -4%
AM
2528
Atwater Malick
Pennsylvania
$267K -$11.8K -33 -4%
RPCA
2529
Running Point Capital Advisors
California
$267K – – –
SPFA
2530
Summit Place Financial Advisors
New Jersey
$267K -$3.58K -10 -1%
RFN
2531
Redwood Financial Network
Ohio
$267K +$358 +1 +0.1%
EAN
2532
Excelsior Advisor Network
Colorado
$267K +$258K +721 New
PFA
2533
Perryman Financial Advisory
Texas
$267K +$258K +721 New
IWP
2534
Invenio Wealth Partners
Florida
$266K -$20K -56 -7%
PHWM
2535
Pine Harbor Wealth Management
Maryland
$266K – – –
SGC
2536
Slocum, Gordon & Co
Rhode Island
$266K – – –
FFO
2537
Fortitude Family Office
Arizona
$266K +$24K +67 +10%
PAM
2538
PCG Asset Management
New Jersey
$265K -$14.3K -40 -5%
AIS
2539
AM Investment Strategies
Tennessee
$265K +$24.7K +69 +11%
SWIM
2540
Smallwood Wealth Investment Management
New Jersey
$265K – – –
T
2541
Tidemark
California
$264K +$716 +2 +0.3%
FFC
2542
Frederick Financial Consultants
Maryland
$264K -$6.8K -19 -3%
DCM
2543
Dorato Capital Management
Colorado
$263K +$263K +735 New
SIS
2544
Strategic Investment Solutions
Illinois
$263K +$49.4K +138 +24%
SPF
2545
South Plains Financial
Texas
$262K – – –
AFA
2546
American Financial Advisors
Georgia
$261K +$716 +2 +0.3%
PFG
2547
Pinnacle Financial Group
Illinois
$260K +$10.7K +30 +4%
MAG
2548
M3 Advisory Group
Massachusetts
$260K +$358 +1 +0.1%
CCFM
2549
Clear Creek Financial Management
Washington
$260K +$252K +704 New
CA
2550
Claris Advisors
Missouri
$259K +$21.1K +59 +9%
100 101
102
103 104