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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSRI
2726
Michael S. Ryan Inc
New York
$211K +$204K +570 New
RFG
2727
REAP Financial Group
Texas
$211K +$24.3K +68 +14%
SWTS
2728
Stonehaven Wealth & Tax Solutions
Wisconsin
$210K -$188K -526 -48%
WW
2729
Wright Wealth
Georgia
$210K +$203K +567 New
WBWA
2730
William B. Walkup & Associates
South Carolina
$209K – – –
CPA
2731
Capital Planning Advisors
California
$209K +$202K +565 New
CFC
2732
Coyle Financial Counsel
Illinois
$209K +$202K +565 New
WFA
2733
WestHill Financial Advisors
California
$209K +$202K +565 New
AW
2734
Avion Wealth
Texas
$209K -$47.6K -133 -19%
MCA
2735
MSH Capital Advisors
Arizona
$209K +$202K +564 New
WPP
2736
Whalerock Point Partners
Rhode Island
$209K +$202K +564 New
KFS
2737
Kelly Financial Services
Massachusetts
$209K +$202K +564 New
SC
2738
Stephens Consulting
Michigan
$207K +$716 +2 +0.4%
IF
2739
Intrua Financial
Texas
$207K -$19K -53 -9%
AA
2740
Addison Advisors
Vermont
$206K -$3.94K -11 -2%
CTI
2741
Community Trust & Investment
Kentucky
$206K +$199K +557 New
WSWA
2742
Warren Street Wealth Advisors
California
$206K -$92.7K -259 -32%
TAM
2743
TCP Asset Management
Ohio
$206K +$199K +557 New
CWM
2744
Cherrydale Wealth Management
New Jersey
$206K +$199K +557 New
RC
2745
Rovin Capital
Arizona
$206K +$199K +556 New
MAM
2746
Madison Asset Management
Wisconsin
$206K +$199K +556 New
ACP
2747
Argyle Capital Partners
California
$206K -$75.1K -210 -27%
CCP
2748
Carmel Capital Partners
California
$205K +$198K +553 New
SHA
2749
Seneca House Advisors
Virginia
$204K +$198K +552 New
WMWM
2750
Wilkins Miller Wealth Management
Alabama
$204K +$197K +550 New
108 109
110
111 112