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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
2651
RVW Wealth
California
$218K +$207K +645 New
OWA
2652
Octavia Wealth Advisors
Ohio
$218K -$17K -53 -8%
FAT
2653
First American Trust
California
$217K +$206K +643 New
FA
2654
FSA Advisors
Michigan
$217K +$206K +642 New
AF
2655
Advisornet Financial
Minnesota
$217K -$23.7K -74 -10%
LB
2656
Legacy Bridge
Iowa
$216K – – –
W
2657
WealthCollab
Washington
$216K – – –
CCA
2658
Carrera Capital Advisors
Michigan
$216K +$204K +638 New
SFG
2659
SevenBridge Financial Group
Pennsylvania
$215K – – –
HWP
2660
Hibernia Wealth Partners
Louisiana
$215K -$320K -1,001 -61%
SWP
2661
Semus Wealth Partners
Florida
$215K +$204K +636 New
WF
2662
Wayfinding Financial
Washington
$215K +$204K +637 New
SPW
2663
Signet Private Wealth
Illinois
$215K +$203K +634 New
WPWM
2664
Western Pacific Wealth Management
Illinois
$214K – – –
SEP
2665
Signature Equity Partners
Ohio
$214K +$23.1K +72 +13%
TW
2666
Traveka Wealth
California
$213K +$202K +631 New
SP
2667
Symmetry Partners
Connecticut
$213K +$202K +630 New
MCP
2668
Mirador Capital Partners
California
$213K +$202K +630 New
VCM
2669
Vision Capital Management
Oregon
$213K +$201K +629 New
SFS
2670
Strategic Financial Services
New York
$212K +$201K +628 New
NWA
2671
New World Advisors
Massachusetts
$212K -$18.9K -59 -9%
CRI
2672
Colonial River Investments
Virginia
$212K +$200K +626 New
ACP
2673
Argyle Capital Partners
California
$212K +$200K +625 New
DBIA
2674
Dumont & Blake Investment Advisors
New Jersey
$211K +$200K +625 New
RWM
2675
RKL Wealth Management
Pennsylvania
$211K +$200K +624 New
105 106
107
108 109