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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OPPS
2076
Obsidian Personal Planning Solutions
Maryland
$332K -$287 -1 -0.1%
SF
2077
Safeguard Financial
Wisconsin
$331K -$55.4K -193 -15%
EGWAG
2078
Elwood & Goetz Wealth Advisory Group
Georgia
$331K – – –
EFG
2079
Ehrlich Financial Group
California
$331K +$2.3K +8 +0.7%
CWM
2080
Connecticut Wealth Management
Connecticut
$331K +$70.4K +245 +28%
ACI
2081
Alpha Cubed Investments
California
$330K -$157K -548 -33%
SFG
2082
Shum Financial Group
California
$329K +$47.7K +166 +18%
SI
2083
Seeds Investor
New York
$329K -$8.62K -30 -3%
AWM
2084
Aprio Wealth Management
Georgia
$329K +$19.5K +68 +7%
SSWM
2085
Strait & Sound Wealth Management
California
$329K – – –
PEA
2086
Park Edge Advisors
Ohio
$327K +$317K +1,102 New
ASG
2087
Ariston Services Group
California
$326K -$121K -421 -28%
GWP
2088
Gateway Wealth Partners
Wisconsin
$326K +$315K +1,097 New
BAM
2089
Blueshift Asset Management
New Jersey
$325K -$343K -1,194 -52%
GGI
2090
Godsey & Gibb Inc
Virginia
$325K -$37.6K -131 -11%
AT
2091
Arlington Trust
Alabama
$324K +$132K +458 +72%
MSFS
2092
Main Street Financial Solutions
Pennsylvania
$323K +$50.9K +177 +19%
HI
2093
Humankind Investments
New York
$323K -$30.2K -105 -9%
PCMC
2094
Paragon Capital Management (Colorado)
Colorado
$323K – – –
PMSA
2095
Patrick M. Sweeney & Associates
Illinois
$322K +$1.15K +4 +0.4%
GJIA
2096
Glass Jacobson Investment Advisors
Maryland
$322K – – –
AFM
2097
Aspetuck Financial Management
Connecticut
$322K +$312K +1,085 New
VIM
2098
Vista Investment Management
Pennsylvania
$322K +$7.76K +27 +3%
BWM
2099
Buckley Wealth Management
Nevada
$322K -$3.73K -13 -1%
BWA
2100
Bestgate Wealth Advisors
Maryland
$322K +$311K +1,084 New
82 83
84
85 86