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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1901
MBL Wealth
North Carolina
$510K -$23.9K -75 -5%
MW
1902
Maia Wealth
Colorado
$508K -$18.8K -59 -4%
FWI
1903
Facet Wealth Inc
Maryland
$507K +$127K +399 +35%
AWM
1904
Aprio Wealth Management
Georgia
$507K +$23.9K +75 +5%
BCFD
1905
Boit C.F. David
$507K – – –
OCM
1906
Osterweis Capital Management
California
$507K +$128K +402 +36%
PWA
1907
Physician Wealth Advisors
Utah
$505K +$37.2K +117 +8%
SIM
1908
Sentry Investment Management
Wisconsin
$503K -$436K -1,372 -47%
RIM
1909
Redwood Investment Management
Arizona
$503K +$4.77K +15 +1%
SFWC
1910
Strategic Family Wealth Counselors
New Jersey
$503K – – –
MCM
1911
MV Capital Management
Maryland
$502K – – –
OC
1912
Optima Capital
Oregon
$501K -$1.91K -6 -0.4%
CFG
1913
Carter Financial Group
Illinois
$501K -$68.7K -216 -13%
CIA
1914
Compass Ion Advisors
Pennsylvania
$501K -$954 -3 -0.2%
AFPL
1915
Advus Financial Partners, LLC
Florida
$500K -$27K -85 -5%
MPIA
1916
Mountain Pacific Investment Advisers
Idaho
$500K -$44.5K -140 -9%
JIP
1917
Jaffetilchin Investment Partners
Florida
$500K +$1.27K +4 +0.3%
WAM
1918
Walker Asset Management
Missouri
$499K +$1.27K +4 +0.3%
AAIM
1919
Asset Advisors Investment Management
Georgia
$498K – – –
BI
1920
Bramshill Investments
Florida
$498K – – –
HP
1921
Holowesko Partners
Bahamas
$498K – – –
WA1
1922
Wimmer Associates 1
California
$498K – – –
SWR
1923
Spahn Wealth & Retirement
Arizona
$498K +$224K +705 +89%
PAS
1924
Professional Advisory Services
Florida
$498K – – –
CT
1925
Clearstead Trust
Maine
$498K -$3.5K -11 -0.7%
75 76
77
78 79