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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAW
1751
Plan A Wealth
Nebraska
$586K +$247K +879 +92%
AHL
1752
Abel Hall LLC
Louisiana
$586K +$87.2K +310 +20%
PWM
1753
Pines Wealth Management
North Carolina
$586K -$36.6K -130 -7%
HWMO
1754
Heritage Wealth Management (Ohio)
Ohio
$585K – – –
CCWM
1755
Cassaday & Co Wealth Management
Virginia
$583K +$1.97K +7 +0.4%
LI
1756
LMCG Investments
Massachusetts
$583K -$43.3K -154 -8%
SC
1757
Schubert & Co
Texas
$582K +$40K +142 +8%
FCM
1758
Fairbanks Capital Management
California
$582K – – –
BFC
1759
Blue Fin Capital
Rhode Island
$582K – – –
MTIC
1760
Missouri Trust & Investment Company
Missouri
$581K -$1.69K -6 -0.3%
W
1761
Wealthquest
Ohio
$580K +$12.9K +46 +3%
RPGK
1762
Retirement Planning Group (Kansas)
Kansas
$579K +$47.6K +169 +10%
TWM
1763
Tripletail Wealth Management
Florida
$579K +$550K +1,955 New
AWM
1764
Accel Wealth Management
Iowa
$576K +$40.5K +144 +9%
FPW
1765
Flagship Private Wealth
Massachusetts
$576K +$281 +1 +0.1%
SBCM
1766
Silverberg Bernstein Capital Management
New York
$574K +$507K +1,800 New
BMWS
1767
Brady Martz Wealth Solutions
North Dakota
$574K +$281 +1 +0.1%
TCA
1768
Transcend Capital Advisors
New Jersey
$573K -$124K -442 -20%
CH
1769
Cromwell Holdings
Wyoming
$572K – – –
TVAMP
1770
Tennessee Valley Asset Management Partners
Tennessee
$572K – – –
GS
1771
GTS Securities
Florida
$571K -$523K -1,860 -51%
AW
1772
Alteri Wealth
California
$569K +$61.1K +217 +14%
FAM
1773
Fairtree Asset Management
South Africa
$569K – – –
TIM
1774
Thompson Investment Management
Wisconsin
$568K – – –
RCM
1775
RNC Capital Management
California
$568K -$2.53K -9 -0.5%
69 70
71
72 73