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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1701
Hemington Wealth Management
Virginia
$224K -$5.78K -35 -2%
HIG
1702
Heritage Investment Group
Florida
$224K -$3.8K -23 -1%
WWM
1703
Windsor Wealth Management
Indiana
$223K -$131K -792 -33%
PCWA
1704
Pacific Capital Wealth Advisors
California
$223K – – –
SC
1705
Schubert & Co
Texas
$223K +$3.96K +24 +2%
CF
1706
Corrigan Financial
Rhode Island
$222K +$330 +2 +0.1%
AAIM
1707
Asset Advisors Investment Management
Georgia
$222K – – –
MJP
1708
Michael J. Puzo
$222K – – –
GKWIM
1709
Gerber Kawasaki Wealth & Investment Management
California
$222K +$20.2K +122 +8%
SFS
1710
Solitude Financial Services
Virginia
$222K +$69.4K +420 +36%
CCM
1711
CTC Capital Management
Illinois
$222K +$264K +1,600 New
BBNB
1712
Baker Boyer National Bank
Washington
$221K – – –
SMC
1713
Smith, Moore & Co
Missouri
$221K – – –
CAAS
1714
Capital Asset Advisory Services
Michigan
$221K +$1.32K +8 +0.5%
ISWM
1715
Independent Solutions Wealth Management
New York
$220K – – –
SG
1716
StoneX Group
New York
$220K +$16.2K +98 +7%
AWM
1717
Accel Wealth Management
Iowa
$219K -$15.9K -96 -6%
MSCM
1718
McElhenny Sheffield Capital Management
Texas
$219K – – –
FF
1719
FourThought Financial
Florida
$219K +$27.4K +166 +12%
JSW
1720
Journey Strategic Wealth
New Jersey
$218K -$111K -671 -30%
SGK
1721
Steigerwald Gordon & Koch
Virginia
$218K – – –
AWA
1722
Acorn Wealth Advisors
Michigan
$218K +$165 +1 +0.1%
ASFA
1723
All Season Financial Advisors
Colorado
$217K -$14K -85 -5%
KTC
1724
Kistler-Tiffany Companies
Pennsylvania
$217K – – –
NB
1725
Northwest Bancshares
Pennsylvania
$217K – – –
67 68
69
70 71