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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2051
Aprio Wealth Management
Georgia
$215K +$196K +945 New
WFMPM
2052
Woodley Farra Manion Portfolio Management
Indiana
$215K +$196K +943 New
CWA
2053
CM Wealth Advisors
Ohio
$214K +$189K +910 New
PPWM
2054
PFG Private Wealth Management
Florida
$214K +$12.6K +61 +7%
WWP
2055
WR Wealth Planners
Missouri
$214K +$195K +940 New
AFP
2056
Ausdal Financial Partners
Iowa
$214K -$49.1K -237 -20%
MAG
2057
M3 Advisory Group
Massachusetts
$213K +$194K +937 New
AHL
2058
Abel Hall LLC
Louisiana
$213K +$194K +937 New
GPI
2059
General Partner Inc
Pennsylvania
$213K – – –
SEC
2060
Seven Eight Capital
New York
$213K +$194K +936 New
ATWA
2061
Arbor Trust Wealth Advisors
Michigan
$213K +$202K +975 New
NFP
2062
Narus Financial Partners
Utah
$213K +$194K +934 New
SFG
2063
SevenBridge Financial Group
Pennsylvania
$213K -$56.8K -274 -23%
RCG
2064
Ruane, Cunniff & Goldfarb
New York
$212K +$193K +932 New
AA
2065
Advisory Alpha
Michigan
$212K +$193K +931 New
CPL
2066
CAP Partners LLC
Tennessee
$211K +$192K +927 New
SAW
2067
Signal Advisors Wealth
Michigan
$211K +$192K +925 New
WWM
2068
WT Wealth Management
Arizona
$210K +$191K +923 New
SCM
2069
Saxony Capital Management
Missouri
$210K +$191K +921 New
EIA
2070
Edgemoor Investment Advisors
Maryland
$210K +$191K +921 New
AWM
2071
Alterna Wealth Management
Texas
$209K +$191K +920 New
SC
2072
Stephenson & Company
California
$209K +$190K +918 New
FH
2073
FWG Holdings
Florida
$208K +$181K +871 New
AWP
2074
Accretive Wealth Partners
New Jersey
$208K +$187K +900 New
RWA
2075
Roberts Wealth Advisors
California
$207K +$197K +950 New
81 82
83
84 85