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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2651
Bullock Wealth Management
Indiana
$228K – – –
WF
2652
Wayfinding Financial
Washington
$228K +$3.94K +11 +2%
RPSA
2653
Richard P. Slaughter Associates
Texas
$228K +$220K +615 New
BAWM
2654
Bennett Associates Wealth Management
Pennsylvania
$227K +$219K +613 New
CIA
2655
Cape Investment Advisory
Georgia
$226K +$191K +533 +675%
DBIA
2656
Dumont & Blake Investment Advisors
New Jersey
$226K +$218K +610 New
TF
2657
Trek Financial
Arizona
$226K -$36.5K -102 -14%
ARG
2658
Advisory Resource Group
Oklahoma
$226K – – –
KBG
2659
Kahn Brothers Group
New York
$226K -$193K -540 -47%
CCWP
2660
Cedar Cove Wealth Partners
Minnesota
$226K +$218K +610 New
SFS
2661
Strategic Financial Services
New York
$226K – – –
BPW
2662
BLVD Private Wealth
Kentucky
$225K – – –
KBFS
2663
Kohmann Bosshard Financial Services
Ohio
$225K – – –
1IA
2664
1620 Investment Advisors
Massachusetts
$225K -$11.1K -31 -5%
RW
2665
Regimen Wealth
Georgia
$225K +$358 +1 +0.2%
KWM
2666
KW Wealth Management
California
$225K +$218K +608 New
WDG
2667
Wealth Dimensions Group
Ohio
$225K +$218K +608 New
LFP
2668
Lakeshore Financial Planning
Michigan
$224K +$217K +606 New
CP
2669
Capital Planning
Washington
$224K +$215K +600 New
CC
2670
Clearwave Capital
California
$224K +$217K +606 New
KTC
2671
Kentucky Trust Company
Kentucky
$224K – – –
GWL
2672
Generations Wealth LLC
Ohio
$223K +$216K +604 New
RIAS
2673
Rachor Investment Advisory Services
Michigan
$223K +$216K +603 New
CVA
2674
Central Valley Advisors
California
$223K +$215K +602 New
BFO
2675
Biltmore Family Office
North Carolina
$223K -$4.29K -12 -2%
105 106
107
108 109