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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2726
Winthrop Capital Management
Indiana
$70K – – –
JFA
2727
JNBA Financial Advisors
Minnesota
$69.9K – – –
HHCP
2728
Hilton Head Capital Partners
South Carolina
$68.4K – – –
FPF
2729
First Pacific Financial
Washington
$67.9K +$5.37K +16 +8%
RA
2730
Rational Advisors
New York
$67.8K -$2.01M -5,980 -96%
S
2731
Sachetta
Massachusetts
$66.7K -$5.03K -15 -6%
FG
2732
Fairman Group
Pennsylvania
$66.5K – – –
OAJ
2733
Ogorek Anthony Joseph
New York
$64K – – –
RWM
2734
Raffa Wealth Management
District of Columbia
$64K +$1.01K +3 +1%
PP
2735
PFS Partners
New Jersey
$63.9K – – –
WA
2736
WPG Advisers
Maryland
$63.5K -$671 -2 -0.9%
JGIA
2737
Jackson Grant Investment Advisers
Connecticut
$61.4K – – –
CWIG
2738
Chung Wu Investment Group
Texas
$60.8K +$16.8K +50 +33%
CCC
2739
Chelsea Counsel Company
California
$60.5K – – –
NRWA
2740
North Ridge Wealth Advisors
Oregon
$60.5K – – –
SA
2741
SRH Advisors
Kansas
$60.5K – – –
PB
2742
Pinnacle Bancorp
Nebraska
$60.2K – – –
RWM
2743
Rialto Wealth Management
New York
$60.2K +$7.71K +23 +13%
NWMP
2744
Noble Wealth Management PBC
Colorado
$57.6K – – –
WOSD
2745
WFA of San Diego
California
$57.5K -$671 -2 -1%
IWMWV
2746
Ironwood Wealth Management (West Virginia)
West Virginia
$57.2K – – –
C
2747
Covestor
United Kingdom
$57K -$24.8K -74 -28%
KG
2748
Kilter Group
New York
$56.6K -$5.03K -15 -7%
FFO
2749
Fortitude Family Office
Arizona
$55.7K -$179K -534 -74%
DF
2750
Dunhill Financial
United Kingdom
$55.4K -$4.69K -14 -7%
108 109
110
111 112