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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LAI
1501
Legal Advantage Investments
California
$767K – – –
TPW
1502
Talon Private Wealth
Florida
$764K +$839K +2,839 New
SFI
1503
SPC Financial Inc
Maryland
$761K -$29.6K -100 -3%
FFA
1504
Fortune Financial Advisors
Kansas
$761K +$76.6K +259 +10%
APP
1505
Avantax Planning Partners
Iowa
$760K +$90.2K +305 +12%
OL
1506
one8zero8 LLC
North Carolina
$759K -$148K -500 -15%
CW
1507
Channel Wealth
California
$758K +$76.9K +260 +10%
WF
1508
Whelan Financial
California
$757K +$554K +1,873 +199%
GWANC
1509
Guardian Wealth Advisors (North Carolina)
North Carolina
$756K +$4.14K +14 +0.5%
RI
1510
Ridgewood Investments
New Jersey
$755K -$84.2K -285 -9%
CBT
1511
CoreFirst Bank & Trust
Kansas
$755K – – –
FMN
1512
Financial Management Network
California
$755K +$296 +1 +0%
YIM
1513
Yoffe Investment Management
Pennsylvania
$754K – – –
ME
1514
McIlrath & Eck
Washington
$754K – – –
KA
1515
Kearns & Associates
California
$753K – – –
PWP
1516
Pursue Wealth Partners
California
$753K – – –
TWM
1517
Tanager Wealth Management
United Kingdom
$752K -$146K -494 -15%
LWM
1518
LongView Wealth Management
Georgia
$752K -$66.8K -226 -7%
V
1519
VeraBank
Texas
$751K -$22.2K -75 -3%
SIA
1520
SkyView Investment Advisors
New Jersey
$750K +$64.1K +217 +8%
HGA
1521
Hobbs Group Advisors
South Carolina
$748K -$24.2K -82 -3%
BHB
1522
Bank Hapoalim BM
Israel
$747K – – –
FFS
1523
Founders Financial Securities
Maryland
$743K +$221K +748 +36%
FFA
1524
Founders Financial Alliance
North Carolina
$742K +$25.7K +87 +3%
USB
1525
Union Savings Bank
Connecticut
$741K – – –
59 60
61
62 63