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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WMP
2101
Wealth Management Partners
Arizona
$380K -$24.5K -77 -6%
CIAS
2102
CFS Investment Advisory Services
New Jersey
$379K +$70.3K +221 +26%
PIP
2103
Peachtree Investment Partners
Florida
$379K -$1.27K -4 -0.3%
KWA
2104
Kellett Wealth Advisors
Ohio
$378K +$13K +41 +4%
DOA
2105
D'Orazio & Associates
Virginia
$377K +$16.5K +52 +5%
CG
2106
Clifford Group
Massachusetts
$377K – – –
SEA
2107
Stegent Equity Advisors
Texas
$377K -$58.5K -184 -14%
OPPS
2108
Obsidian Personal Planning Solutions
Maryland
$377K – – –
HI
2109
Hudock Inc
Pennsylvania
$376K – – –
EFG
2110
Ehrlich Financial Group
California
$376K +$4.77K +15 +1%
PCWA
2111
Pacific Capital Wealth Advisors
California
$375K – – –
UFA
2112
Uptown Financial Advisors
Texas
$374K – – –
MC
2113
Middleton & Co
Massachusetts
$374K -$7.95K -25 -2%
CIP
2114
Convergence Investment Partners
Florida
$373K -$8.91K -28 -2%
KIG
2115
Kessler Investment Group
Indiana
$372K – – –
TA
2116
TruWealth Advisors
Louisiana
$370K +$8.59K +27 +2%
UWP
2117
Uniting Wealth Partners
Kansas
$368K +$352K +1,108 New
SSWM
2118
Strait & Sound Wealth Management
California
$368K – – –
CL
2119
COWA LLC
Oklahoma
$367K – – –
HIIFS
2120
Harel Insurance Investments & Financial Services
Israel
$367K +$1.91K +6 +0.5%
PCA
2121
Providence Capital Advisors
North Carolina
$366K – – –
SFGP
2122
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$366K +$10.5K +33 +3%
APW
2123
Acima Private Wealth
Virginia
$365K +$31.8K +100 +10%
WFA
2124
Wellspring Financial Advisors
Ohio
$364K – – –
NAMNJ
2125
NorthStar Asset Management (New Jersey)
New Jersey
$363K +$636 +2 +0.2%
83 84
85
86 87