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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2526
BigSur Wealth Management
Florida
$225K -$472K -1,409 -65%
FPW
2527
Fairvoy Private Wealth
Alabama
$225K – – –
CWA
2528
Consilio Wealth Advisors
Washington
$224K -$6.04K -18 -2%
CPWM
2529
Cypress Point Wealth Management
Texas
$224K +$248K +741 New
NF
2530
Nvest Financial
New Hampshire
$224K +$335 +1 +0.1%
EBA
2531
Eagle Bay Advisors
New York
$223K -$35.2K -105 -12%
BPCE
2532
Bank Pictet & Cie (Europe)
Germany
$223K -$116K -347 -32%
AWM
2533
Aviso Wealth Management
Washington
$221K -$579K -1,727 -70%
AGA
2534
Arch Global Advisors
New York
$221K +$245K +732 New
WI
2535
Wedgewood Investors
Pennsylvania
$221K -$6.37K -19 -3%
CWWM
2536
Clear Wave Wealth Management
New Jersey
$221K +$245K +730 New
LWM
2537
LeConte Wealth Management
Tennessee
$220K -$1.68K -5 -0.7%
DWM
2538
DecisionMap Wealth Management
Virginia
$220K -$16.4K -49 -6%
JC
2539
JB Capital
Connecticut
$219K -$57K -170 -19%
CFA
2540
Collaborative Fund Advisors
Nevada
$219K +$243K +724 New
AM
2541
Atwater Malick
Pennsylvania
$219K – – –
FCM
2542
Fogel Capital Management
Florida
$218K +$16.4K +49 +7%
RAM
2543
Readystate Asset Management
Illinois
$218K +$242K +721 New
PHWM
2544
Pine Harbor Wealth Management
Maryland
$218K – – –
KWMG
2545
King Wealth Management Group
Florida
$217K -$29.8K -89 -11%
WDL
2546
Well Done LLC
Michigan
$217K -$21.8K -65 -8%
SMA
2547
Sage Mountain Advisors
Georgia
$217K -$1.75M -5,211 -88%
SWM
2548
SHP Wealth Management
Massachusetts
$217K +$13.7K +41 +6%
PC
2549
Purewater Capital
Texas
$217K +$240K +716 New
MCA
2550
MSH Capital Advisors
Arizona
$217K +$51K +152 +27%
100 101
102
103 104