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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1876
Buckley Wealth Management
Nevada
$232K +$199K +1,237 New
NSAM
1877
North Star Asset Management
Wisconsin
$232K +$199K +1,236 New
WC
1878
Waterloo Capital
Texas
$231K +$198K +1,232 New
EWA
1879
Encompass Wealth Advisors
Oregon
$230K +$198K +1,230 New
FFA
1880
Fragasso Financial Advisors
Pennsylvania
$229K +$197K +1,224 New
HWA
1881
Heartwood Wealth Advisors
Virginia
$229K +$197K +1,221 New
WMP
1882
Wealth Management Partners
Arizona
$228K +$196K +1,219 New
AWM
1883
Angeles Wealth Management
California
$228K +$196K +1,219 New
RWP
1884
Revolve Wealth Partners
New Jersey
$228K +$196K +1,219 New
KA
1885
Kure Advisory
Minnesota
$228K +$196K +1,217 New
FCM
1886
Firestone Capital Management
Florida
$228K +$196K +1,215 New
APG
1887
Abacus Planning Group
South Carolina
$227K +$195K +1,214 New
FNC
1888
First National Corp
Massachusetts
$227K +$195K +1,213 New
KFI
1889
Key Financial Inc
Pennsylvania
$227K – – –
CF
1890
Centaurus Financial
California
$227K +$16.4K +102 +9%
CCP
1891
Carmel Capital Partners
California
$225K -$47.2K -293 -20%
SPA
1892
Sherbrooke Park Advisers
New York
$225K -$990K -6,148 -84%
OFG
1893
Omega Financial Group
California
$225K +$193K +1,200 New
RPWA
1894
Regent Peak Wealth Advisors
Georgia
$225K +$193K +1,199 New
GFP
1895
Gryphon Financial Partners
Ohio
$224K +$196K +1,219 New
FA
1896
Fountainhead AM
New Jersey
$224K +$193K +1,196 New
BFG
1897
Berger Financial Group
Minnesota
$224K +$192K +1,195 New
SFG
1898
SevenBridge Financial Group
Pennsylvania
$224K +$192K +1,195 New
ODIJL
1899
One Day In July LLC
Vermont
$223K +$192K +1,193 New
OC
1900
Oarsman Capital
Wisconsin
$220K +$189K +1,176 New
74 75
76
77 78