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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1901
Certified Advisory Corp
Florida
$302K +$11.6K +50 +4%
BCM
1902
Bayesian Capital Management
New York
$301K -$7.94M -34,306 -96%
WC
1903
Wexford Capital
Florida
$301K -$301K -1,300 -50%
LW
1904
Libra Wealth
California
$301K – – –
FA
1905
FDx Advisors
Illinois
$301K -$261K -1,125 -46%
AT
1906
Arden Trust
Delaware
$300K -$20.4K -88 -6%
VA
1907
Valmark Advisers
Ohio
$300K +$27.8K +120 +10%
AWM
1908
Austin Wealth Management
Texas
$297K +$1.16K +5 +0.4%
RWP
1909
Revolve Wealth Partners
New Jersey
$297K -$5.09K -22 -2%
NSAM
1910
North Star Asset Management
Wisconsin
$296K – – –
OWA
1911
One Wealth Advisors
California
$296K -$2.78K -12 -1%
4WM
1912
4J Wealth Management
Virginia
$296K – – –
SWM
1913
Stockman Wealth Management
Montana
$295K – – –
BOPW
1914
Brandywine Oak Private Wealth
Pennsylvania
$295K -$4.17K -18 -1%
SAA
1915
Southeast Asset Advisors
Georgia
$294K +$463 +2 +0.2%
CC
1916
Callan Capital
California
$294K +$15.3K +66 +5%
EC
1917
EntryPoint Capital
New York
$294K +$222K +957 +306%
EPP
1918
ETF Portfolio Partners
Kansas
$294K – – –
CAL
1919
Capital Advisors Ltd
Ohio
$293K +$50.7K +219 +21%
MF
1920
Manchester Financial
California
$293K +$293K +1,264 New
SCA
1921
Sandy Cove Advisors
Massachusetts
$292K +$2.08K +9 +0.7%
IIA
1922
IPG Investment Advisors
California
$290K +$5.09K +22 +2%
EGA
1923
E&G Advisors
Texas
$290K -$23.2K -100 -7%
TLA
1924
Tanglewood Legacy Advisors
Texas
$289K – – –
AIA
1925
Alera Investment Advisors
Illinois
$289K +$289K +1,246 New
75 76
77
78 79