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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2626
Atlas Capital Advisors
Wyoming
$219K +$85.8K +268 +71%
SHA
2627
Seneca House Advisors
Virginia
$219K +$207K +646 New
SHFP
2628
Second Half Financial Partners
Florida
$219K +$207K +646 New
FWP
2629
Falcon Wealth Planning
California
$218K -$72.4K -226 -26%
RW
2630
RVW Wealth
California
$218K +$207K +645 New
OWA
2631
Octavia Wealth Advisors
Ohio
$218K -$17K -53 -8%
FAT
2632
First American Trust
California
$217K +$206K +643 New
FA
2633
FSA Advisors
Michigan
$217K +$206K +642 New
AF
2634
Advisornet Financial
Minnesota
$217K -$23.7K -74 -10%
LB
2635
Legacy Bridge
Iowa
$216K – – –
W
2636
WealthCollab
Washington
$216K – – –
CCA
2637
Carrera Capital Advisors
Michigan
$216K +$204K +638 New
SFG
2638
SevenBridge Financial Group
Pennsylvania
$215K – – –
HWP
2639
Hibernia Wealth Partners
Louisiana
$215K -$320K -1,001 -61%
SWP
2640
Semus Wealth Partners
Florida
$215K +$204K +636 New
WF
2641
Wayfinding Financial
Washington
$215K +$204K +637 New
SPW
2642
Signet Private Wealth
Illinois
$215K +$203K +634 New
WPWM
2643
Western Pacific Wealth Management
Illinois
$214K – – –
SEP
2644
Signature Equity Partners
Ohio
$214K +$23.1K +72 +13%
TW
2645
Traveka Wealth
California
$213K +$202K +631 New
SP
2646
Symmetry Partners
Connecticut
$213K +$202K +630 New
MCP
2647
Mirador Capital Partners
California
$213K +$202K +630 New
VCM
2648
Vision Capital Management
Oregon
$213K +$201K +629 New
SFS
2649
Strategic Financial Services
New York
$212K +$201K +628 New
NWA
2650
New World Advisors
Massachusetts
$212K -$18.9K -59 -9%
104 105
106
107 108