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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
2651
Colonial River Investments
Virginia
$212K +$200K +626 New
ACP
2652
Argyle Capital Partners
California
$212K +$200K +625 New
DBIA
2653
Dumont & Blake Investment Advisors
New Jersey
$211K +$200K +625 New
RWM
2654
RKL Wealth Management
Pennsylvania
$211K +$200K +624 New
MM
2655
MQS Management
New York
$211K -$327K -1,021 -62%
RIS
2656
Retirement Income Solutions
Michigan
$210K – – –
PFA
2657
Professional Financial Advisors
Nebraska
$210K +$199K +620 New
BC
2658
Burney Company
Virginia
$209K +$198K +619 New
BWM
2659
BlackDiamond Wealth Management
New York
$209K +$197K +616 New
ARG
2660
Advisory Resource Group
Oklahoma
$209K +$198K +617 New
HP
2661
Hilltop Partners
Indiana
$208K +$197K +615 New
BFO
2662
Biltmore Family Office
North Carolina
$207K +$196K +613 New
RW
2663
Regimen Wealth
Georgia
$207K +$196K +611 New
WPA
2664
West Paces Advisors
Georgia
$207K +$196K +611 New
KBFS
2665
Kohmann Bosshard Financial Services
Ohio
$206K +$195K +609 New
SEP
2666
Southland Equity Partners
Missouri
$206K +$195K +609 New
CA
2667
Carson Advisory
Georgia
$206K +$195K +608 New
PC
2668
Permanens Capital
New York
$206K +$195K +608 New
CC
2669
Clearwave Capital
California
$206K +$195K +608 New
VEM
2670
Vann Equity Management
Texas
$205K +$194K +607 New
AT
2671
Arlington Trust
Alabama
$205K +$13.8K +43 +8%
SCA
2672
Sensenig Capital Advisors
Pennsylvania
$205K +$194K +607 New
RIAS
2673
Rachor Investment Advisory Services
Michigan
$205K +$640 +2 +0.3%
LWM
2674
Lionshead Wealth Management
New York
$205K +$194K +606 New
NC
2675
NewSquare Capital
Pennsylvania
$205K +$194K +605 New
105 106
107
108 109