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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
2626
Mosaic Family Wealth Partners
Missouri
$235K -$716 -2 -0.3%
WPWM
2627
Western Pacific Wealth Management
Illinois
$235K – – –
TCMP
2628
Thrive Capital Management (Pennsylvania)
Pennsylvania
$234K +$6.08K +17 +3%
IWA
2629
IVC Wealth Advisors
Pennsylvania
$234K +$227K +633 New
GJWM
2630
Gilliland Jeter Wealth Management
Arkansas
$234K +$10.4K +29 +5%
CCM
2631
Canal Capital Management
Virginia
$234K +$358 +1 +0.2%
VCM
2632
Vision Capital Management
Oregon
$233K +$4.65K +13 +2%
SL
2633
Salomon & Ludwin
Virginia
$232K -$34.7K -97 -14%
NPA
2634
Nichols & Pratt Advisers
Massachusetts
$231K – – –
TW
2635
Towerpoint Wealth
California
$231K -$3.22K -9 -1%
TW
2636
Traveka Wealth
California
$230K +$2.15K +6 +1%
PFA
2637
Professional Financial Advisors
Nebraska
$229K – – –
SFGM
2638
Stonebridge Financial Group (Missouri)
Missouri
$229K +$222K +619 New
RBC
2639
Romano Brothers & Co
Illinois
$229K – – –
MCA
2640
Magnolia Capital Advisors
Mississippi
$229K -$22.9K -64 -9%
EAM
2641
Empirical Asset Management
Massachusetts
$229K +$914K +2,555 New
CIS
2642
Connors Investor Services
Pennsylvania
$229K -$61.5K -172 -22%
WF
2643
Wayfinding Financial
Washington
$228K +$3.94K +11 +2%
RPSA
2644
Richard P. Slaughter Associates
Texas
$228K +$220K +615 New
BAWM
2645
Bennett Associates Wealth Management
Pennsylvania
$227K +$219K +613 New
CIA
2646
Cape Investment Advisory
Georgia
$226K +$191K +533 +675%
DBIA
2647
Dumont & Blake Investment Advisors
New Jersey
$226K +$218K +610 New
TF
2648
Trek Financial
Arizona
$226K -$36.5K -102 -14%
ARG
2649
Advisory Resource Group
Oklahoma
$226K – – –
KBG
2650
Kahn Brothers Group
New York
$226K -$193K -540 -47%
104 105
106
107 108