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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
2576
Portland Global Advisors
Maine
$252K +$3.58K +10 +1%
PWM
2577
PMG Wealth Management
Illinois
$252K +$11.1K +31 +5%
APM
2578
a16z Perennial Management
California
$251K +$22.2K +62 +10%
1C
2579
111 Capital
France
$251K +$243K +678 New
HKAM
2580
Horizon Kinetics Asset Management
New York
$250K +$7.16K +20 +3%
SWM
2581
SHP Wealth Management
Massachusetts
$250K +$242K +675 New
NICM
2582
Neo Ivy Capital Management
New York
$249K -$1.78M -4,966 -88%
TCM
2583
TABR Capital Management
California
$249K +$241K +673 New
FCM
2584
Fogel Capital Management
Florida
$249K +$4.29K +12 +2%
TCM
2585
Traynor Capital Management
Pennsylvania
$249K +$7.87K +22 +3%
FWM
2586
FFT Wealth Management
Pennsylvania
$248K -$834K -2,330 -78%
RW
2587
RVW Wealth
California
$248K +$3.58K +10 +2%
DCM
2588
Donaldson Capital Management
Indiana
$247K +$8.95K +25 +4%
CA
2589
Carson Advisory
Georgia
$247K +$6.44K +18 +3%
TPWA
2590
Twin Peaks Wealth Advisors
California
$247K +$245K +686 New
BWL
2591
Bogart Wealth LLC
Virginia
$247K -$7.16K -20 -3%
FWP
2592
FAS Wealth Partners
Kansas
$246K -$716 -2 -0.3%
BAS
2593
Breakthru Advisory Services
Wisconsin
$245K +$3.94K +11 +2%
WCMN
2594
Westchester Capital Management (Nebraska)
Nebraska
$244K – – –
PAA
2595
Peregrine Asset Advisers
Oregon
$244K +$236K +660 New
SPWG
2596
Syntegra Private Wealth Group
Missouri
$244K – – –
FC
2597
Fusion Capital
South Carolina
$243K +$358 +1 +0.2%
SCA
2598
Sensenig Capital Advisors
Pennsylvania
$243K +$235K +658 New
GHA
2599
GW Henssler & Associates
Georgia
$243K -$1.07K -3 -0.5%
LJHT
2600
Laurie J. Hall Trustee
$243K -$11.8K -33 -5%
102 103
104
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