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American Express
AXP

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