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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2851
Caption Management
Oklahoma
$7.26K +$8.05K +24 New
AP
2852
Atwood & Palmer
Missouri
$6.96K – – –
LIA
2853
Luken Investment Analytics
Tennessee
$6.66K -$1.68K -5 -19%
HAP
2854
Harbor Asset Planning
Massachusetts
$6.66K – – –
MSFP
2855
Mark Sheptoff Financial Planning
Connecticut
$6.63K – – –
MAS
2856
MPWM Advisory Solutions
Georgia
$6.35K – – –
DCM
2857
Davis Capital Management
Florida
$6.05K +$671 +2 +11%
IA
2858
IFS Advisors
Kansas
$6.05K – – –
CC
2859
Corsicana & Co
Texas
$5.65K – – –
WA
2860
WestEnd Advisors
North Carolina
$5.45K – – –
MPW
2861
MASECO Private Wealth
$5.16K +$5.7K +17 New
IWS
2862
Intentional Wealth Strategies
Colorado
$5.14K +$5.7K +17 New
RPA
2863
Redwood Park Advisors
California
$4.87K -$671 -2 -11%
BW
2864
Bravera Wealth
North Dakota
$4.84K -$3.02K -9 -36%
QWM
2865
Quaker Wealth Management
New Jersey
$4.54K -$335 -1 -6%
DWS
2866
Dynamic Wealth Strategies
California
$4.54K +$5.03K +15 New
TBFA
2867
Three Bearings Fiduciary Advisors
New Hampshire
$4.24K – – –
BMC
2868
Bear Mountain Capital
Washington
$3.82K +$335 +1 +9%
IPS
2869
Investors Portfolio Services
Washington
$3.65K +$1.34K +4 +50%
BA
2870
Bard Associates
Illinois
$3.63K +$4.02K +12 New
IWP
2871
IAG Wealth Partners
Wisconsin
$3.63K +$4.02K +12 New
PS
2872
PayPay Securities
Japan
$3.58K -$671 -2 -15%
NWM
2873
Nova Wealth Management
Florida
$3.54K -$3.35K -10 -45%
PIS
2874
POM Investment Strategies
North Carolina
$3.33K -$17.8K -53 -83%
CIAS
2875
CBIZ Investment Advisory Services
Ohio
$3.33K -$34.5K -103 -90%
113 114
115
116 117