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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
2701
Red Tortoise LLC
Georgia
$10.6K – – –
OA
2702
Operose Advisors
Wisconsin
$9.96K – – –
KSB
2703
Kennebec Savings Bank
Maine
$9.63K – – –
WWA
2704
Wealth Watch Advisors
Colorado
$9.63K +$9.22K +29 New
FFA
2705
Frazier Financial Advisors
Ohio
$9.3K – – –
TFGT
2706
TS Financial Group (TSFG)
Illinois
$9K – – –
EWP
2707
Elevation Wealth Partners
California
$8.97K +$8.59K +27 New
AF
2708
Aviso Financial
Ontario, Canada
$8.97K – – –
LFA
2709
LGT Financial Advisors
Texas
$8.97K – – –
IFS
2710
Intelligent Financial Strategies
Minnesota
$8.3K -$53.8K -169 -87%
HFS
2711
Horizon Financial Services
North Carolina
$7.97K +$7.63K +24 New
CJ
2712
Caitlin John
Michigan
$7.81K +$7.63K +24 New
AP
2713
Atwood & Palmer
Missouri
$7.64K -$318 -1 -4%
HAP
2714
Harbor Asset Planning
Massachusetts
$7.31K – – –
LIA
2715
Luken Investment Analytics
Tennessee
$7.31K – – –
NWM
2716
Nova Wealth Management
Florida
$7.23K – – –
MSFP
2717
Mark Sheptoff Financial Planning
Connecticut
$6.97K – – –
MAS
2718
MPWM Advisory Solutions
Georgia
$6.97K – – –
PWA
2719
Principia Wealth Advisory
Texas
$6.97K +$954 +3 +17%
CC
2720
Corsicana & Co
Texas
$6.97K +$6.68K +21 New
IA
2721
IFS Advisors
Kansas
$6.64K – – –
TCB
2722
Texas Capital Bancshares
Texas
$6.64K +$6.36K +20 New
RPA
2723
Redwood Park Advisors
California
$5.99K – – –
DCM
2724
Davis Capital Management
Florida
$5.98K +$5.72K +18 New
CMA
2725
Cedar Mountain Advisors
Oregon
$5.65K +$5.41K +17 New
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