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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
2101
Berry Wealth Group
Texas
$296K +$326K +1,102 New
ASG
2102
Ariston Services Group
California
$296K – – –
GWP
2103
Gateway Wealth Partners
Wisconsin
$295K – – –
A
2104
AlphaQuest
New York
$295K +$190K +642 +142%
VFG
2105
Victory Financial Group
Texas
$294K +$322K +1,090 New
AT
2106
Arlington Trust
Alabama
$294K – – –
TA
2107
TruWealth Advisors
Louisiana
$293K +$322K +1,088 New
PCMC
2108
Paragon Capital Management (Colorado)
Colorado
$292K – – –
AFM
2109
Aspetuck Financial Management
Connecticut
$292K – – –
OWP
2110
ORG Wealth Partners
Texas
$292K +$66.5K +225 +26%
BCM
2111
BTC Capital Management
Iowa
$292K -$887 -3 -0.3%
BWA
2112
Bestgate Wealth Advisors
Maryland
$292K – – –
SFGP
2113
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$291K +$3.84K +13 +1%
SCM
2114
Saxony Capital Management
Missouri
$290K +$5.91K +20 +2%
GGI
2115
Godsey & Gibb Inc
Virginia
$289K -$5.91K -20 -2%
BA
2116
Bristlecone Advisors
Washington
$289K – – –
FBT
2117
First Bankers Trust
Kentucky
$289K +$14.5K +49 +5%
HI
2118
Humankind Investments
New York
$289K -$4.73K -16 -1%
NI
2119
NDVR Inc
Massachusetts
$289K -$296 -1 -0.1%
WCM
2120
Wedge Capital Management
North Carolina
$289K +$43.5K +147 +16%
MA
2121
Mezzasalma Advisors
New Jersey
$288K +$23.6K +80 +8%
APG
2122
Abacus Planning Group
South Carolina
$287K +$591 +2 +0.2%
NAMNJ
2123
NorthStar Asset Management (New Jersey)
New Jersey
$287K -$2.37K -8 -0.7%
CF
2124
Claris Financial
Virginia
$286K – – –
GSEP
2125
Golden State Equity Partners
California
$286K -$3.84K -13 -1%
83 84
85
86 87