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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2026
SFMG Wealth Advisors
Texas
$395K +$281 +1 +0.1%
WMP
2027
Wealth Management Partners
Arizona
$394K – – –
NDBT
2028
North Dallas Bank & Trust
Texas
$393K +$347K +1,233 New
RA
2029
Ruggaard & Associates
Ohio
$393K -$10.7K -38 -3%
FFP
2030
FourThought Financial Partners
Florida
$392K -$45.6K -162 -12%
VBFG
2031
Vishria Bird Financial Group
Tennessee
$391K +$8.44K +30 +3%
1WM
2032
1900 Wealth Management
Texas
$391K +$11.8K +42 +4%
CS
2033
Capital Square
Tennessee
$391K -$7.04K -25 -2%
RSVP
2034
Ramsay Stattman Vela & Price
Colorado
$391K -$1.69K -6 -0.5%
FCM
2035
Firestone Capital Management
Florida
$391K – – –
BFG
2036
Bouchey Financial Group
New York
$391K +$3.38K +12 +1%
CSB
2037
City State Bank
Iowa
$390K – – –
KFI
2038
Key Financial Inc
Pennsylvania
$390K – – –
HBT
2039
Heartland Bank & Trust
Illinois
$389K – – –
CWM
2040
Connecticut Wealth Management
Connecticut
$388K +$281 +1 +0.1%
RAM
2041
Redmond Asset Management
Virginia
$387K -$11K -39 -3%
CA
2042
Claro Advisors
Massachusetts
$386K -$385K -1,367 -53%
HWA
2043
HHM Wealth Advisors
Tennessee
$386K -$68.4K -243 -17%
SPWM
2044
Spartan Planning & Wealth Management
North Carolina
$385K +$340K +1,208 New
SMWM
2045
Silvia McColl Wealth Management
California
$385K – – –
CAAS
2046
Capital Asset Advisory Services
Michigan
$384K +$9.01K +32 +3%
CFO
2047
CVA Family Office
Colorado
$384K +$15.5K +55 +5%
SIC
2048
Samalin Investment Counsel
New York
$384K +$1.69K +6 +0.5%
WQ
2049
Wealth Quarterback
New Jersey
$383K +$338K +1,202 New
OFG
2050
Omega Financial Group
California
$383K – – –
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