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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2026
SFMG Wealth Advisors
Texas
$363K +$351K +1,222 New
KFI
2027
Key Financial Inc
Pennsylvania
$363K – – –
WMP
2028
Wealth Management Partners
Arizona
$362K – – –
MC
2029
Middleton & Co
Massachusetts
$362K – – –
NL
2030
NWAM LLC
Washington
$362K -$22.4K -78 -6%
HWA
2031
Heartwood Wealth Advisors
Virginia
$361K -$862 -3 -0.2%
CNTOF
2032
Canandaigua National Trust of Florida
New York
$361K +$349K +1,216 New
FCM
2033
Firestone Capital Management
Florida
$361K – – –
VCM
2034
Versant Capital Management
Arizona
$359K +$79.6K +277 +30%
BFG
2035
Bouchey Financial Group
New York
$358K -$19K -66 -5%
VFA
2036
Values First Advisors
Tennessee
$358K +$347K +1,207 New
NCM
2037
Novare Capital Management
North Carolina
$357K +$23.6K +82 +7%
HPM
2038
Hoxton Planning & Management
West Virginia
$357K +$1.72K +6 +0.5%
LI
2039
Lafayette Investments
Maryland
$356K -$35.6K -124 -9%
RPWA
2040
Regent Peak Wealth Advisors
Georgia
$356K +$7.47K +26 +2%
OFG
2041
Omega Financial Group
California
$356K – – –
SEA
2042
Stegent Equity Advisors
Texas
$356K +$6.32K +22 +2%
WAM
2043
Wolverine Asset Management
Illinois
$356K +$345K +1,200 New
AFP
2044
Ausdal Financial Partners
Iowa
$356K +$60.9K +212 +21%
VBFG
2045
Vishria Bird Financial Group
Tennessee
$355K – – –
CMS
2046
Capital Market Strategies
Florida
$354K – – –
FAM
2047
Formidable Asset Management
Ohio
$354K – – –
BCM
2048
BTC Capital Management
Iowa
$352K -$17K -59 -5%
AWAU
2049
Alliance Wealth Advisors (Utah)
Utah
$351K -$862 -3 -0.3%
NFG
2050
Nadler Financial Group
Illinois
$349K – – –
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