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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2026
4J Wealth Management
Virginia
$425K – – –
BP
2027
BBR Partners
New York
$424K +$6.68K +21 +2%
NFG
2028
Nadler Financial Group
Illinois
$424K +$31.8K +100 +8%
PIN
2029
Prudent Investors Network
California
$424K +$406K +1,277 New
CIAS
2030
Capital Investment Advisory Services
North Carolina
$424K -$8.59K -27 -2%
OFO
2031
OneAscent Family Office
Alabama
$424K -$35.3K -111 -8%
OPA
2032
Old Port Advisors
Maine
$424K +$12.1K +38 +3%
AAS
2033
Annex Advisory Services
Wisconsin
$423K -$2.23K -7 -0.5%
SWA
2034
SFMG Wealth Advisors
Texas
$422K +$10.8K +34 +3%
EPP
2035
ETF Portfolio Partners
Kansas
$422K – – –
ECA
2036
Elevated Capital Advisors
Utah
$421K +$14.6K +46 +4%
MCM
2037
Mainstream Capital Management
California
$421K -$318 -1 -0.1%
BWM
2038
Birchcreek Wealth Management
Ohio
$420K -$7.32K -23 -2%
FGWP
2039
Founders Grove Wealth Partners
Virginia
$419K +$58.5K +184 +17%
VBFG
2040
Vishria Bird Financial Group
Tennessee
$418K +$9.86K +31 +3%
SCM
2041
Sterneck Capital Management
Missouri
$418K – – –
BOPW
2042
Brandywine Oak Private Wealth
Pennsylvania
$418K -$6.68K -21 -2%
CMP
2043
Coston McIsaac & Partners
Maine
$417K +$285K +897 +250%
LW
2044
Libra Wealth
California
$417K – – –
AMG
2045
Advisors Management Group
Wisconsin
$416K -$5.41K -17 -1%
KB
2046
Kimelman & Baird
New York
$415K – – –
HFM
2047
Harvest Fund Management
China
$415K -$33.1K -104 -8%
TLA
2048
Tanglewood Legacy Advisors
Texas
$414K – – –
GFPC
2049
Global Financial Private Client
Florida
$414K +$20.4K +64 +5%
MAG
2050
Mayfair Advisory Group
Alabama
$412K – – –
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