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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
1726
All Terrain Financial Advisors
Minnesota
$683K – – –
SWP
1727
Summit Wealth Partners
Florida
$683K +$757K +2,257 New
EAM
1728
Empirical Asset Management
Massachusetts
$683K -$99.9K -298 -12%
KFGK
1729
Keystone Financial Group (Kentucky)
Kentucky
$681K +$46.9K +140 +7%
TIA
1730
Traphagen Investment Advisors
New Jersey
$680K -$6.04K -18 -0.8%
MW
1731
MBL Wealth
North Carolina
$679K +$13.7K +41 +2%
IP
1732
Indivisible Partners
Florida
$676K +$72.1K +215 +11%
NCM
1733
Northside Capital Management
Oregon
$676K -$83.8K -250 -10%
OWP
1734
ORG Wealth Partners
Texas
$672K +$4.36K +13 +0.6%
PAW
1735
Plan A Wealth
Nebraska
$672K +$37.6K +112 +5%
EWS
1736
Evergreen Wealth Solutions
Pennsylvania
$672K +$299K +893 +67%
RIA
1737
Rhodes Investment Advisors
Texas
$670K +$41.9K +125 +6%
BW
1738
Blalock Williams
Alabama
$670K +$541K +1,615 +270%
WFC
1739
Western Financial Corp
California
$669K -$2.57M -7,654 -78%
BFG
1740
Berger Financial Group
Minnesota
$668K +$52.6K +157 +8%
HCM
1741
Howland Capital Management
Massachusetts
$667K – – –
CGIM
1742
Capital Group Investment Management
Singapore
$667K – – –
PL
1743
Perpetual Ltd
Australia
$666K +$101K +300 +16%
SNBOSD
1744
Security National Bank of So Dak
Iowa
$665K – – –
KIM
1745
Kane Investment Management
California
$664K -$84.5K -252 -10%
FCM
1746
Fell Capital Management
California
$662K -$33.5K -100 -4%
QPW
1747
Quantum Private Wealth
Florida
$662K – – –
RPC
1748
Rossmore Private Capital
Connecticut
$662K -$16.1K -48 -2%
OL
1749
one8zero8 LLC
North Carolina
$658K -$231K -690 -24%
OP
1750
Oslo Pensjonsforsikring
$657K +$728K +2,172 New
68 69
70
71 72