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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PEA
2551
Park Edge Advisors
Ohio
$244K -$62.4K -195 -21%
TCWM
2552
Total Clarity Wealth Management
Illinois
$244K -$24.3K -76 -10%
PHWM
2553
Pine Harbor Wealth Management
Maryland
$244K – – –
CAS
2554
CTC Alternative Strategies
Illinois
$244K +$231K +720 New
SGC
2555
Slocum, Gordon & Co
Rhode Island
$243K +$230K +718 New
MA
2556
MBA Advisors
Pennsylvania
$243K +$230K +717 New
NCM
2557
Novare Capital Management
North Carolina
$242K -$26.3K -82 -10%
SIP
2558
Snowwater Investment Partners
Connecticut
$242K +$229K +716 New
SWA
2559
Strategies Wealth Advisors
Michigan
$242K – – –
FCCM
2560
First City Capital Management
Georgia
$242K – – –
NLA
2561
Northern Lights Advisors
Washington
$242K +$229K +715 New
T
2562
Tidemark
California
$242K +$320 +1 +0.1%
CPSAC
2563
Chas P. Smith & Associates (CPS)
Florida
$242K -$74.9K -234 -25%
WDL
2564
Well Done LLC
Michigan
$241K -$1.28K -4 -0.6%
PFG
2565
Pinnacle Financial Group
Illinois
$241K +$3.84K +12 +2%
PP
2566
PFS Partners
New Jersey
$241K +$160K +501 +237%
AIM
2567
Axiom Investment Management
New York
$240K -$20.8K -65 -8%
LWA
2568
Legacy Wealth Advisors
Florida
$240K +$227K +709 New
SPF
2569
South Plains Financial
Texas
$239K – – –
AFA
2570
American Financial Advisors
Georgia
$239K +$640 +2 +0.3%
BCA
2571
Bay Colony Advisors
Massachusetts
$239K +$2.24K +7 +1%
HA
2572
Hofer & Associates
California
$239K – – –
RFW
2573
Rainier Family Wealth
Washington
$237K – – –
JGC
2574
J. Goldman & Co
New York
$237K -$181K -565 -45%
ABLA
2575
Alan B. Lancz & Associates
Ohio
$237K – – –
101 102
103
104 105