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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
1726
United Community Bank
South Carolina
$684K -$204K -608 -21%
CIS
1727
Custom Index Systems
New York
$684K -$1.68K -5 -0.2%
CWM
1728
Consultiva Wealth Management
Puerto Rico
$684K – – –
RPGK
1729
Retirement Planning Group (Kansas)
Kansas
$684K +$117K +349 +18%
ATFA
1730
All Terrain Financial Advisors
Minnesota
$683K – – –
SWP
1731
Summit Wealth Partners
Florida
$683K +$757K +2,257 New
EAM
1732
Empirical Asset Management
Massachusetts
$683K -$99.9K -298 -12%
KFGK
1733
Keystone Financial Group (Kentucky)
Kentucky
$681K +$46.9K +140 +7%
TIA
1734
Traphagen Investment Advisors
New Jersey
$680K -$6.04K -18 -0.8%
MW
1735
MBL Wealth
North Carolina
$679K +$13.7K +41 +2%
IP
1736
Indivisible Partners
Florida
$676K +$72.1K +215 +11%
NCM
1737
Northside Capital Management
Oregon
$676K -$83.8K -250 -10%
OWP
1738
ORG Wealth Partners
Texas
$672K +$4.36K +13 +0.6%
PAW
1739
Plan A Wealth
Nebraska
$672K +$37.6K +112 +5%
EWS
1740
Evergreen Wealth Solutions
Pennsylvania
$672K +$299K +893 +67%
RIA
1741
Rhodes Investment Advisors
Texas
$670K +$41.9K +125 +6%
BW
1742
Blalock Williams
Alabama
$670K +$541K +1,615 +270%
WFC
1743
Western Financial Corp
California
$669K -$2.57M -7,654 -78%
BFG
1744
Berger Financial Group
Minnesota
$668K +$52.6K +157 +8%
HCM
1745
Howland Capital Management
Massachusetts
$667K – – –
CGIM
1746
Capital Group Investment Management
Singapore
$667K – – –
PL
1747
Perpetual Ltd
Australia
$666K +$101K +300 +16%
SNBOSD
1748
Security National Bank of So Dak
Iowa
$665K – – –
KIM
1749
Kane Investment Management
California
$664K -$84.5K -252 -10%
FCM
1750
Fell Capital Management
California
$662K -$33.5K -100 -4%
68 69
70
71 72