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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2676
Beaird Harris Wealth Management
Texas
$129K +$2.01K +6 +1%
KFA
2677
Kelleher Financial Advisors
New York
$128K -$2.35K -7 -2%
TLFA
2678
True Link Financial Advisors
California
$128K +$141K +422 New
FC
2679
Fairscale Capital
New Hampshire
$127K – – –
BGAI
2680
Bruce G. Allen Investments
Colorado
$126K -$7.04K -21 -5%
B
2681
Birchbrook
Maine
$124K – – –
JAM
2682
JCIC Asset Management
Ontario, Canada
$124K – – –
GKIM
2683
GW&K Investment Management
Massachusetts
$122K +$3.69K +11 +3%
BIA
2684
Bell Investment Advisors
California
$121K -$7.38K -22 -5%
ACA
2685
Atlas Capital Advisors
Wyoming
$115K +$64K +191 +102%
RF
2686
Rossby Financial
Florida
$113K +$18.4K +55 +17%
AEPWM
2687
Atlantic Edge Private Wealth Management
Florida
$113K – – –
KFP
2688
Kerr Financial Planning
California
$113K +$4.02K +12 +3%
BWM
2689
Bernard Wealth Management
Michigan
$111K – – –
PCFFS
2690
Pacific Center for Financial Services
California
$110K +$11.4K +34 +10%
GCM
2691
Gables Capital Management
Florida
$110K +$8.38K +25 +7%
RS
2692
Rakuten Securities
Japan
$110K +$74.1K +221 +153%
HCM
2693
Hollencrest Capital Management
California
$110K – – –
HNW
2694
High Note Wealth
Minnesota
$110K -$6.04K -18 -5%
WT
2695
WHI Trust
Illinois
$108K – – –
GG
2696
Gleason Group
Kentucky
$107K +$335 +1 +0.3%
MCI
2697
MRP Capital Investments
Georgia
$106K -$16.8K -50 -13%
PFO
2698
Pioneer Family Office
Florida
$106K – – –
EP
2699
Elkhorn Partners
Nebraska
$106K +$117K +350 New
SMBT
2700
Southern Michigan Bank & Trust
Michigan
$103K +$114K +341 New
106 107
108
109 110