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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2526
SkyOak Wealth
Michigan
$228K – – –
MWM
2527
Manske Wealth Management
Texas
$228K -$4.69K -14 -2%
LWA
2528
Lineweaver Wealth Advisors
Ohio
$227K -$46.3K -138 -16%
LIA
2529
LBMC Investment Advisors
Tennessee
$227K – – –
WPA
2530
Winning Points Advisors
Florida
$227K – – –
PWS
2531
Proactive Wealth Strategies
Georgia
$226K +$250K +747 New
CCWM
2532
Correct Capital Wealth Management
Missouri
$225K +$15.1K +45 +6%
HCP
2533
Hexagon Capital Partners
Arkansas
$225K +$249K +744 New
BWM
2534
BigSur Wealth Management
Florida
$225K -$472K -1,409 -65%
FPW
2535
Fairvoy Private Wealth
Alabama
$225K – – –
CWA
2536
Consilio Wealth Advisors
Washington
$224K -$6.04K -18 -2%
CPWM
2537
Cypress Point Wealth Management
Texas
$224K +$248K +741 New
NF
2538
Nvest Financial
New Hampshire
$224K +$335 +1 +0.1%
EBA
2539
Eagle Bay Advisors
New York
$223K -$35.2K -105 -12%
BPCE
2540
Bank Pictet & Cie (Europe)
Germany
$223K -$116K -347 -32%
AWM
2541
Aviso Wealth Management
Washington
$221K -$579K -1,727 -70%
AGA
2542
Arch Global Advisors
New York
$221K +$245K +732 New
WI
2543
Wedgewood Investors
Pennsylvania
$221K -$6.37K -19 -3%
CWWM
2544
Clear Wave Wealth Management
New Jersey
$221K +$245K +730 New
LWM
2545
LeConte Wealth Management
Tennessee
$220K -$1.68K -5 -0.7%
DWM
2546
DecisionMap Wealth Management
Virginia
$220K -$16.4K -49 -6%
JC
2547
JB Capital
Connecticut
$219K -$57K -170 -19%
CFA
2548
Collaborative Fund Advisors
Nevada
$219K +$243K +724 New
AM
2549
Atwater Malick
Pennsylvania
$219K – – –
IAG
2550
Innovative Advisory Group
Massachusetts
$219K -$19.8K -59 -8%
100 101
102
103 104