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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2676
Rossby Financial
Florida
$113K +$18.4K +55 +17%
AEPWM
2677
Atlantic Edge Private Wealth Management
Florida
$113K – – –
KFP
2678
Kerr Financial Planning
California
$113K +$4.02K +12 +3%
BWM
2679
Bernard Wealth Management
Michigan
$111K – – –
PCFFS
2680
Pacific Center for Financial Services
California
$110K +$11.4K +34 +10%
GCM
2681
Gables Capital Management
Florida
$110K +$8.38K +25 +7%
RS
2682
Rakuten Securities
Japan
$110K +$74.1K +221 +153%
HCM
2683
Hollencrest Capital Management
California
$110K – – –
HNW
2684
High Note Wealth
Minnesota
$110K -$6.04K -18 -5%
WT
2685
WHI Trust
Illinois
$108K – – –
GG
2686
Gleason Group
Kentucky
$107K +$335 +1 +0.3%
MCI
2687
MRP Capital Investments
Georgia
$106K -$16.8K -50 -13%
PFO
2688
Pioneer Family Office
Florida
$106K – – –
EP
2689
Elkhorn Partners
Nebraska
$106K +$117K +350 New
SMBT
2690
Southern Michigan Bank & Trust
Michigan
$103K +$114K +341 New
BH
2691
Burk Holdings
Oklahoma
$101K +$112K +333 New
LHEI
2692
Leo H. Evart Inc
California
$96.2K +$107K +318 New
CBT
2693
Crews Bank & Trust
Florida
$94.4K – – –
VWM
2694
Vermillion Wealth Management
Minnesota
$92.8K +$12.7K +38 +14%
DWP
2695
Destiny Wealth Partners
Florida
$92.6K +$103K +306 New
PWMA
2696
Pension & Wealth Management Advisors
Massachusetts
$91.9K +$17.1K +51 +20%
OPTFSNA
2697
Old Point Trust & Financial Services N A
Virginia
$91.3K – – –
APW
2698
Atlantic Private Wealth
North Carolina
$91K -$671 -2 -0.7%
EIP
2699
Essential Investment Partners
Colorado
$90.7K – – –
PF
2700
PlanVest Financial
Maryland
$90.7K +$101K +300 New
106 107
108
109 110