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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2701
Fortis Advisors
Pennsylvania
$218K +$210K +588 New
GRR
2702
Golden Reserve Retirement
Ohio
$217K +$210K +587 New
PW
2703
PUREfi Wealth
Massachusetts
$217K +$210K +587 New
LI
2704
LRI Investments
Florida
$217K +$1.07K +3 +0.5%
LWM
2705
Lionshead Wealth Management
New York
$217K -$21.1K -59 -9%
WWM
2706
Westwood Wealth Management
California
$217K +$210K +586 New
PSP
2707
Principal Street Partners
Tennessee
$217K +$209K +585 New
HAC
2708
Harbor Advisory Corp
New Hampshire
$216K +$209K +584 New
MWP
2709
Meridian Wealth Partners
Pennsylvania
$216K +$209K +584 New
FWM
2710
ForthRight Wealth Management
Georgia
$215K +$208K +582 New
CFS
2711
CGC Financial Services
Oregon
$215K – – –
CPW
2712
Crestmont Private Wealth
Texas
$215K +$208K +582 New
PFM
2713
Phillips Financial Management
Indiana
$215K +$208K +581 New
CRIG
2714
Charter Research & Investment Group
Connecticut
$215K +$208K +580 New
PA
2715
Probity Advisors
Texas
$215K +$208K +580 New
DCM
2716
DGS Capital Management
New Jersey
$214K +$207K +578 New
FC
2717
FCA Corp
Texas
$213K +$206K +577 New
HP
2718
Holistic Planning
Texas
$213K +$206K +577 New
ES
2719
Eagle Strategies
New York
$213K +$206K +577 New
MA
2720
Mezzasalma Advisors
New Jersey
$213K +$205K +572 New
CAS
2721
Coppell Advisory Solutions
Texas
$213K +$204K +570 New
TCA
2722
Trifecta Capital Advisors
Illinois
$213K -$14.7K -41 -7%
PWM
2723
Paulson Wealth Management
Illinois
$213K +$206K +575 New
SIP
2724
Snowwater Investment Partners
Connecticut
$213K +$206K +575 New
TP
2725
Tranquility Partners
Tennessee
$213K +$206K +575 New
107 108
109
110 111