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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
2601
Gilliland Jeter Wealth Management
Arkansas
$208K +$18.1K +54 +9%
WHC
2602
Wulff, Hansen & Co
California
$208K – – –
NWA
2603
New World Advisors
Massachusetts
$208K -$1.68K -5 -0.7%
EWM
2604
Elmwood Wealth Management
California
$207K -$45.3K -135 -16%
GHA
2605
Good Harbor Advisors
Massachusetts
$207K – – –
PGA
2606
Portland Global Advisors
Maine
$206K – – –
ST
2607
Somerset Trust
Pennsylvania
$206K – – –
DCM
2608
Donaldson Capital Management
Indiana
$206K +$4.02K +12 +2%
AWP
2609
Avid Wealth Partners
Texas
$205K +$30.2K +90 +15%
AT
2610
American Trust
Kentucky
$204K +$226K +675 New
CGFA
2611
Colton Groome Financial Advisors
North Carolina
$204K -$3.69K -11 -2%
FFC
2612
First Financial Corp
Indiana
$203K -$23.1K -69 -9%
BWP
2613
Baldwin Wealth Partners
Massachusetts
$203K +$225K +672 New
CWG
2614
Crown Wealth Group
North Carolina
$202K +$11.1K +33 +5%
NWWA
2615
New Wave Wealth Advisors
Arkansas
$202K +$224K +668 New
GHA
2616
GW Henssler & Associates
Georgia
$202K +$3.35K +10 +2%
TCM
2617
Traynor Capital Management
Pennsylvania
$201K +$1.34K +4 +0.6%
WCMN
2618
Westchester Capital Management (Nebraska)
Nebraska
$200K – – –
CS
2619
Clear Street
New York
$199K +$221K +659 New
BWL
2620
Bogart Wealth LLC
Virginia
$199K -$3.02K -9 -1%
BWM
2621
Bullock Wealth Management
Indiana
$198K +$14.1K +42 +7%
FSCM
2622
Front Street Capital Management
Montana
$197K – – –
LB
2623
Legacy Bridge
Iowa
$194K -$18.4K -55 -8%
W
2624
WealthCollab
Washington
$193K – – –
WPWM
2625
Western Pacific Wealth Management
Illinois
$192K – – –
103 104
105
106 107