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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1676
Windsor Capital Management
Arizona
$331K +$322 +2 +0.1%
NA
1677
Nottingham Advisors
New York
$331K – – –
IIC
1678
Integrated Investment Consultants
Michigan
$329K -$12.2K -76 -4%
LC
1679
LCNB Corp
Ohio
$329K – – –
PWP
1680
Precedent Wealth Partners
Texas
$329K +$283K +1,757 New
FBB
1681
Fulton Breakefield Broenniman
Maryland
$327K – – –
QWP
1682
Quotient Wealth Partners
Texas
$327K +$281K +1,748 New
1WA
1683
180 Wealth Advisors
Washington
$325K -$9.34K -58 -3%
RIA
1684
Regal Investment Advisors
Michigan
$324K -$49.9K -310 -15%
FPW
1685
Flagship Private Wealth
Massachusetts
$323K – – –
SIA
1686
Soltis Investment Advisors
Utah
$323K +$10.8K +67 +4%
RP
1687
Riverwater Partners
Wisconsin
$322K -$11.6K -72 -4%
W
1688
Wealthquest
Ohio
$322K -$4.35K -27 -2%
TTWM
1689
TCV Trust & Wealth Management
Virginia
$321K -$4.83K -30 -2%
LI
1690
Lafayette Investments
Maryland
$321K – – –
LCM
1691
Landscape Capital Management
New Jersey
$319K +$274K +1,705 New
ZCI
1692
Zevenbergen Capital Investments
Washington
$318K – – –
CT
1693
Clearstead Trust
Maine
$317K – – –
ISWM
1694
Independent Solutions Wealth Management
New York
$317K +$34.8K +216 +15%
NAG
1695
Northstar Advisory Group
New Jersey
$316K +$54.9K +341 +25%
PCIG
1696
Partners Capital Investment Group
Massachusetts
$315K +$270K +1,679 New
APA
1697
Astoria Portfolio Advisors
New York
$315K -$150K -931 -38%
FWM
1698
Forza Wealth Management
Florida
$314K -$32.2K -200 -11%
CCWM
1699
Cassaday & Co Wealth Management
Virginia
$314K -$47.3K -294 -15%
CPRC
1700
Consolidated Portfolio Review Corp
New York
$314K -$6.44K -40 -2%
66 67
68
69 70