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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2026
Antonetti Capital Management
Florida
$8.25K – – –
RG
2027
Retirement Group
California
$8K – – –
BFPW
2028
BOK Financial Private Wealth
Colorado
$7.92K +$5.64K +34 +243%
HCM
2029
Horrell Capital Management
Arkansas
$7K – – –
TFGT
2030
TS Financial Group (TSFG)
Illinois
$7K – – –
SHIM
2031
Stone House Investment Management
Pennsylvania
$6.88K +$6.97K +42 New
TWD
2032
True Wealth Design
Ohio
$6.84K +$2.65K +16 +64%
DI
2033
Disciplined Investments
Oklahoma
$6.76K -$1.49K -9 -18%
GCM
2034
Gables Capital Management
Florida
$6.6K +$1.66K +10 +33%
CSC
2035
Caldwell Sutter Capital
California
$6.6K +$6.64K +40 New
NSG
2036
Nalls Sherbakoff Group
Tennessee
$6.17K +$6.3K +38 New
CWC
2037
Carolinas Wealth Consulting
North Carolina
$5.94K – – –
WIM
2038
WealthPlan Investment Management
Nebraska
$5.77K +$5.81K +35 New
ORAM
2039
One River Asset Management
Connecticut
$5.36K -$1.12M -6,765 -100%
RTL
2040
Red Tortoise LLC
Georgia
$5.28K – – –
BWS
2041
Buck Wealth Strategies
Colorado
$4.95K +$4.98K +30 New
FSWA
2042
Financial Synergies Wealth Advisors
Texas
$4.7K -$664 -4 -12%
PS
2043
PayPay Securities
Japan
$4.45K -$1.99K -12 -31%
OAJ
2044
Ogorek Anthony Joseph
New York
$4K +$4.15K +25 New
MBFW
2045
Morton Brown Family Wealth
Pennsylvania
$3.46K +$3.48K +21 New
LWA
2046
Lowe Wealth Advisors
Maryland
$3.3K – – –
NC
2047
NewSquare Capital
Pennsylvania
$3.13K – – –
JIR
2048
James Investment Research
Ohio
$3K – – –
ECM
2049
Everence Capital Management
Indiana
$2.88K – – –
AIP
2050
Ahrens Investment Partners
Louisiana
$2.8K +$2.82K +17 New
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