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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2626
Beacon Financial Advisory
Ohio
$236K +$228K +638 New
W
2627
WealthCollab
Washington
$236K – – –
SC
2628
Sepio Capital
Utah
$236K +$228K +637 New
CWG
2629
Crown Wealth Group
North Carolina
$235K +$228K +636 New
CCA
2630
Carrera Capital Advisors
Michigan
$235K +$227K +635 New
JTWM
2631
Jackson Thornton Wealth Management
Alabama
$235K +$219K +612 New
OC
2632
Oarsman Capital
Wisconsin
$235K +$227K +634 New
MFWP
2633
Mosaic Family Wealth Partners
Missouri
$235K -$716 -2 -0.3%
WPWM
2634
Western Pacific Wealth Management
Illinois
$235K – – –
TWML
2635
Todd Wealth Management, LLC
Florida
$235K +$227K +634 New
TCMP
2636
Thrive Capital Management (Pennsylvania)
Pennsylvania
$234K +$6.08K +17 +3%
IWA
2637
IVC Wealth Advisors
Pennsylvania
$234K +$227K +633 New
GJWM
2638
Gilliland Jeter Wealth Management
Arkansas
$234K +$10.4K +29 +5%
CCM
2639
Canal Capital Management
Virginia
$234K +$358 +1 +0.2%
VCM
2640
Vision Capital Management
Oregon
$233K +$4.65K +13 +2%
SL
2641
Salomon & Ludwin
Virginia
$232K -$34.7K -97 -14%
NPA
2642
Nichols & Pratt Advisers
Massachusetts
$231K – – –
TW
2643
Towerpoint Wealth
California
$231K -$3.22K -9 -1%
TW
2644
Traveka Wealth
California
$230K +$2.15K +6 +1%
PFA
2645
Professional Financial Advisors
Nebraska
$229K – – –
SFGM
2646
Stonebridge Financial Group (Missouri)
Missouri
$229K +$222K +619 New
RBC
2647
Romano Brothers & Co
Illinois
$229K – – –
MCA
2648
Magnolia Capital Advisors
Mississippi
$229K -$22.9K -64 -9%
EAM
2649
Empirical Asset Management
Massachusetts
$229K +$914K +2,555 New
CIS
2650
Connors Investor Services
Pennsylvania
$229K -$61.5K -172 -22%
104 105
106
107 108