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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2076
CVA Family Office
Colorado
$309K -$2.66K -9 -0.8%
SEA
2077
Stegent Equity Advisors
Texas
$309K -$15.7K -53 -4%
KIG
2078
Kessler Investment Group
Indiana
$308K +$339K +1,146 New
AWAU
2079
Alliance Wealth Advisors (Utah)
Utah
$308K -$11.2K -38 -3%
NWM
2080
Northwest Wealth Management
Iowa
$308K -$887 -3 -0.3%
BTWM
2081
Brass Tax Wealth Management
Ohio
$307K +$296 +1 +0.1%
CG
2082
Clifford Group
Massachusetts
$306K – – –
HI
2083
Hudock Inc
Pennsylvania
$304K – – –
UFA
2084
Uptown Financial Advisors
Texas
$303K – – –
FPL
2085
Fortress Private Ledger
North Carolina
$302K +$89.3K +302 +37%
LI
2086
Lafayette Investments
Maryland
$302K -$23.6K -80 -7%
NCM
2087
Novare Capital Management
North Carolina
$301K -$25.1K -85 -7%
EFG
2088
Ehrlich Financial Group
California
$301K +$887 +3 +0.3%
VWA
2089
Visionary Wealth Advisors
Illinois
$301K +$61.2K +207 +23%
SWTS
2090
Stonehaven Wealth & Tax Solutions
Wisconsin
$301K -$154K -520 -32%
EGWAG
2091
Elwood & Goetz Wealth Advisory Group
Georgia
$300K – – –
KWM
2092
Keebeck Wealth Management
Illinois
$300K -$5.32K -18 -2%
NED
2093
Nancy E. Dempze
$300K +$34K +115 +12%
SFG
2094
SevenBridge Financial Group
Pennsylvania
$300K +$591 +2 +0.2%
KWM
2095
Kingsman Wealth Management
Florida
$299K +$329K +1,112 New
GFA
2096
Gallagher Fiduciary Advisors
Illinois
$299K -$35.2K -119 -10%
AWA
2097
AGH Wealth Advisors
Kansas
$299K -$7.39K -25 -2%
SSWM
2098
Strait & Sound Wealth Management
California
$298K – – –
DOA
2099
D'Orazio & Associates
Virginia
$298K +$12.4K +42 +4%
TPA
2100
Trivium Point Advisory
Connecticut
$297K +$57.9K +196 +22%
82 83
84
85 86