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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2601
WestEnd Advisors
North Carolina
$4.3K +$2.96K +10 +167%
BMC
2602
Bear Mountain Capital
Washington
$4.28K +$1.77K +6 +60%
RBC
2603
Roble Belko & Company
Pennsylvania
$4K +$4.43K +15 New
PS
2604
PayPay Securities
Japan
$3.59K -$591 -2 -13%
KWM
2605
Kiker Wealth Management
Georgia
$3.5K +$3.84K +13 New
PA
2606
Pineridge Advisors
Missouri
$2.96K -$591 -2 -15%
DI
2607
DAGCO Inc
Ohio
$2.96K +$3.25K +11 New
WAS
2608
Winch Advisory Services
Wisconsin
$2.78K – – –
AP
2609
Aspect Partners
Virginia
$2.42K – – –
JFG
2610
JDM Financial Group
Texas
$2.42K – – –
FPF
2611
First Pacific Financial
Washington
$2.15K -$166K -561 -99%
OIA
2612
Optimum Investment Advisors
Illinois
$2.15K +$2.37K +8 New
PWM
2613
Parkworth Wealth Management
California
$1.88K – – –
CAM
2614
Chesapeake Asset Management
New York
$1.88K +$296 +1 +17%
BFS
2615
Bare Financial Services
Pennsylvania
$1.88K +$2.07K +7 New
RWA
2616
Redmont Wealth Advisors
Illinois
$1.88K +$2.07K +7 New
NWMP
2617
Noble Wealth Management PBC
Colorado
$1.61K – – –
PWA
2618
Principia Wealth Advisory
Texas
$1.57K -$2.66K -9 -60%
HC
2619
Hara Capital
Washington
$1.34K +$1.48K +5 New
BGWM
2620
Bridge Generations Wealth Management
Florida
$1.08K +$1.18K +4 New
HIA
2621
HFM Investment Advisors
New Jersey
$1.08K +$1.18K +4 New
DWM
2622
Dogwood Wealth Management
Kansas
$1.08K +$1.18K +4 New
PCTC
2623
Perkins Coie Trust Company
Washington
$1.08K +$1.18K +4 New
TFA
2624
Transamerica Financial Advisors
Florida
$1K – – –
CFP
2625
Comprehensive Financial Planning
Pennsylvania
$269 – – –
103 104
105
106 107