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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
2551
Fogel Capital Management
Florida
$218K +$16.4K +49 +7%
RAM
2552
Readystate Asset Management
Illinois
$218K +$242K +721 New
PHWM
2553
Pine Harbor Wealth Management
Maryland
$218K – – –
KWMG
2554
King Wealth Management Group
Florida
$217K -$29.8K -89 -11%
WDL
2555
Well Done LLC
Michigan
$217K -$21.8K -65 -8%
SMA
2556
Sage Mountain Advisors
Georgia
$217K -$1.75M -5,211 -88%
SWM
2557
SHP Wealth Management
Massachusetts
$217K +$13.7K +41 +6%
PC
2558
Purewater Capital
Texas
$217K +$240K +716 New
MCA
2559
MSH Capital Advisors
Arizona
$217K +$51K +152 +27%
SWA
2560
Strategies Wealth Advisors
Michigan
$217K -$34.5K -103 -13%
FCCM
2561
First City Capital Management
Georgia
$216K -$8.38K -25 -3%
MMM
2562
Mendel Money Management
Illinois
$216K -$5.37K -16 -2%
RIP
2563
RAM Investment Partners
Washington
$216K +$116K +345 +93%
AF
2564
Advisornet Financial
Minnesota
$216K -$4.69K -14 -2%
AIS
2565
AM Investment Strategies
Tennessee
$216K – – –
T
2566
Tidemark
California
$216K +$335 +1 +0.1%
PWMG
2567
Prestige Wealth Management Group
New Jersey
$216K -$336K -1,002 -58%
CAS
2568
Coppell Advisory Solutions
Texas
$215K +$51.6K +154 +27%
TPWA
2569
Twin Peaks Wealth Advisors
California
$215K +$8.38K +25 +4%
ORAM
2570
One River Asset Management
Connecticut
$215K +$227K +676 +1,988%
CM
2571
Capula Management
Cayman Islands
$215K +$238K +710 New
CCFM
2572
Clear Creek Financial Management
Washington
$214K +$1.68K +5 +0.7%
SPF
2573
South Plains Financial
Texas
$214K – – –
TAM
2574
Titleist Asset Management
Texas
$214K +$21.5K +64 +10%
HA
2575
Hofer & Associates
California
$214K +$4.36K +13 +2%
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