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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2701
ForthRight Wealth Management
Georgia
$215K +$208K +582 New
CFS
2702
CGC Financial Services
Oregon
$215K – – –
CPW
2703
Crestmont Private Wealth
Texas
$215K +$208K +582 New
PFM
2704
Phillips Financial Management
Indiana
$215K +$208K +581 New
CRIG
2705
Charter Research & Investment Group
Connecticut
$215K +$208K +580 New
PA
2706
Probity Advisors
Texas
$215K +$208K +580 New
DCM
2707
DGS Capital Management
New Jersey
$214K +$207K +578 New
FC
2708
FCA Corp
Texas
$213K +$206K +577 New
HP
2709
Holistic Planning
Texas
$213K +$206K +577 New
ES
2710
Eagle Strategies
New York
$213K +$206K +577 New
MA
2711
Mezzasalma Advisors
New Jersey
$213K +$205K +572 New
CAS
2712
Coppell Advisory Solutions
Texas
$213K +$204K +570 New
TCA
2713
Trifecta Capital Advisors
Illinois
$213K -$14.7K -41 -7%
PWM
2714
Paulson Wealth Management
Illinois
$213K +$206K +575 New
SIP
2715
Snowwater Investment Partners
Connecticut
$213K +$206K +575 New
TP
2716
Tranquility Partners
Tennessee
$213K +$206K +575 New
HCM
2717
Hutchinson Capital Management
California
$212K +$205K +574 New
AGC
2718
Aspen Grove Capital
Colorado
$212K +$205K +574 New
LRIC
2719
Long Road Investment Counsel
Michigan
$212K +$205K +573 New
BWM
2720
BlackDiamond Wealth Management
New York
$212K +$211K +589 New
TA
2721
TrueWealth Advisors
Alabama
$211K +$204K +571 New
SGWP
2722
Sun Group Wealth Partners
California
$211K +$204K +571 New
LGG
2723
Luts & Greenleigh Group
Maryland
$211K +$204K +571 New
AC
2724
AWM Capital
Arizona
$211K +$204K +570 New
OAM
2725
Occidental Asset Management
California
$211K -$75.1K -210 -27%
107 108
109
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