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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1901
OneFund LLC
Florida
$511K +$19.4K +61 +4%
MG
1902
Marex Group
$511K +$489K +1,537 New
MW
1903
MBL Wealth
North Carolina
$510K -$23.9K -75 -5%
MW
1904
Maia Wealth
Colorado
$508K -$18.8K -59 -4%
FWI
1905
Facet Wealth Inc
Maryland
$507K +$127K +399 +35%
AWM
1906
Aprio Wealth Management
Georgia
$507K +$23.9K +75 +5%
BCFD
1907
Boit C.F. David
$507K – – –
OCM
1908
Osterweis Capital Management
California
$507K +$128K +402 +36%
PWA
1909
Physician Wealth Advisors
Utah
$505K +$37.2K +117 +8%
SIM
1910
Sentry Investment Management
Wisconsin
$503K -$436K -1,372 -47%
RIM
1911
Redwood Investment Management
Arizona
$503K +$4.77K +15 +1%
SFWC
1912
Strategic Family Wealth Counselors
New Jersey
$503K – – –
MCM
1913
MV Capital Management
Maryland
$502K – – –
OC
1914
Optima Capital
Oregon
$501K -$1.91K -6 -0.4%
CFG
1915
Carter Financial Group
Illinois
$501K -$68.7K -216 -13%
CIA
1916
Compass Ion Advisors
Pennsylvania
$501K -$954 -3 -0.2%
MPIA
1917
Mountain Pacific Investment Advisers
Idaho
$500K -$44.5K -140 -9%
JIP
1918
Jaffetilchin Investment Partners
Florida
$500K +$1.27K +4 +0.3%
WAM
1919
Walker Asset Management
Missouri
$499K +$1.27K +4 +0.3%
AAIM
1920
Asset Advisors Investment Management
Georgia
$498K – – –
BI
1921
Bramshill Investments
Florida
$498K – – –
HP
1922
Holowesko Partners
Bahamas
$498K – – –
WA1
1923
Wimmer Associates 1
California
$498K – – –
SWR
1924
Spahn Wealth & Retirement
Arizona
$498K +$224K +705 +89%
PAS
1925
Professional Advisory Services
Florida
$498K – – –
75 76
77
78 79