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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
2526
Renasant Bank
Mississippi
$270K -$12.5K -35 -5%
MMM
2527
Mendel Money Management
Illinois
$270K – – –
LA
2528
Latitude Advisors
Florida
$270K -$4.29K -12 -2%
BCA
2529
Bay Colony Advisors
Massachusetts
$270K -$45.1K -126 -15%
AF
2530
Advisornet Financial
Minnesota
$269K +$33.6K +94 +15%
AWP
2531
Ascent Wealth Partners
New York
$269K – – –
MGWM
2532
Marks Group Wealth Management
Minnesota
$268K +$259K +724 New
FVWA
2533
Foster Victor Wealth Advisors
South Carolina
$268K -$10.4K -29 -4%
AM
2534
Atwater Malick
Pennsylvania
$267K -$11.8K -33 -4%
RPCA
2535
Running Point Capital Advisors
California
$267K – – –
SPFA
2536
Summit Place Financial Advisors
New Jersey
$267K -$3.58K -10 -1%
RFN
2537
Redwood Financial Network
Ohio
$267K +$358 +1 +0.1%
EAN
2538
Excelsior Advisor Network
Colorado
$267K +$258K +721 New
PFA
2539
Perryman Financial Advisory
Texas
$267K +$258K +721 New
IWP
2540
Invenio Wealth Partners
Florida
$266K -$20K -56 -7%
PHWM
2541
Pine Harbor Wealth Management
Maryland
$266K – – –
SGC
2542
Slocum, Gordon & Co
Rhode Island
$266K – – –
FFO
2543
Fortitude Family Office
Arizona
$266K +$24K +67 +10%
PAM
2544
PCG Asset Management
New Jersey
$265K -$14.3K -40 -5%
AIS
2545
AM Investment Strategies
Tennessee
$265K +$24.7K +69 +11%
SWIM
2546
Smallwood Wealth Investment Management
New Jersey
$265K – – –
T
2547
Tidemark
California
$264K +$716 +2 +0.3%
FFC
2548
Frederick Financial Consultants
Maryland
$264K -$6.8K -19 -3%
DCM
2549
Dorato Capital Management
Colorado
$263K +$263K +735 New
SIS
2550
Strategic Investment Solutions
Illinois
$263K +$49.4K +138 +24%
100 101
102
103 104