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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DJYG
2601
David J. Yvars Group
Florida
$242K -$42.9K -120 -15%
HF
2602
Holcombe Financial
Georgia
$242K -$20.4K -57 -8%
SAW
2603
Signal Advisors Wealth
Michigan
$242K -$2.15K -6 -0.9%
SPP
2604
Single Point Partners
Massachusetts
$242K – – –
KIG
2605
Kennedy Investment Group
New Jersey
$242K -$3.58K -10 -2%
EIA
2606
Eldridge Investment Advisors
New Hampshire
$241K – – –
PW
2607
Potentia Wealth
California
$241K – – –
SIA
2608
Stegner Investment Associates
Kentucky
$240K – – –
KI
2609
KTF Investments
California
$240K +$233K +650 New
FSCM
2610
Front Street Capital Management
Montana
$240K – – –
WCM
2611
Warburton Capital Management
Oklahoma
$240K – – –
CPC
2612
Congress Park Capital
New York
$240K – – –
KWA
2613
Kondo Wealth Advisors
California
$239K -$1.07K -3 -0.5%
PWM
2614
Partners Wealth Management
California
$239K +$232K +647 New
SHFP
2615
Second Half Financial Partners
Florida
$239K – – –
TAM
2616
Titleist Asset Management
Texas
$238K +$230K +643 New
VP
2617
Verum Partners
North Carolina
$237K +$5.73K +16 +3%
TFIPS
2618
Towarzystwo Funduszy Inwestycyjnych PZU SA
$237K – – –
BFA
2619
Beacon Financial Advisory
Ohio
$236K +$228K +638 New
W
2620
WealthCollab
Washington
$236K – – –
SC
2621
Sepio Capital
Utah
$236K +$228K +637 New
CWG
2622
Crown Wealth Group
North Carolina
$235K +$228K +636 New
CCA
2623
Carrera Capital Advisors
Michigan
$235K +$227K +635 New
JTWM
2624
Jackson Thornton Wealth Management
Alabama
$235K +$219K +612 New
OC
2625
Oarsman Capital
Wisconsin
$235K +$227K +634 New
103 104
105
106 107