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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2126
Redhawk Wealth Advisors
Minnesota
$250K +$229K +920 New
WP
2127
WealthShield Partners
North Carolina
$250K +$229K +920 New
WI
2128
Wintrust Investments
Illinois
$249K -$2.08M -8,350 -90%
SC
2129
Stephenson & Company
California
$249K – – –
TAM
2130
Tucker Asset Management
Colorado
$249K +$228K +917 New
MSFS
2131
Main Street Financial Solutions
Pennsylvania
$248K -$12.2K -49 -5%
MPM
2132
Meritage Portfolio Management
Kansas
$247K – – –
OWP
2133
ORG Wealth Partners
Texas
$247K +$226K +909 New
PD
2134
Planning Directions
Pennsylvania
$246K +$249 +1 +0.1%
BWP
2135
Barlow Wealth Partners
Kentucky
$245K +$249 +1 +0.1%
AWP
2136
Accretive Wealth Partners
New Jersey
$244K -$996 -4 -0.4%
TF
2137
Talbot Financial
Washington
$244K – – –
CCM
2138
Conway Capital Management
California
$244K +$224K +900 New
IB
2139
Intrust Bank
Kansas
$243K – – –
QWM
2140
Quadcap Wealth Management
Texas
$242K +$249 +1 +0.1%
LA
2141
Latitude Advisors
Florida
$242K -$2.24K -9 -1%
WBC
2142
West Branch Capital
Massachusetts
$241K +$747 +3 +0.3%
NRC
2143
New Republic Capital
North Carolina
$239K +$219K +881 New
BA
2144
Bellwether Advisors
Nebraska
$238K +$219K +879 New
GAB
2145
German American Bancorp
Indiana
$238K -$4.23K -17 -2%
NEWAS
2146
N.E.W. Advisory Services
Wisconsin
$238K – – –
ZF
2147
Zega Financial
Florida
$238K +$218K +877 New
PWP
2148
Phillips Wealth Planners
Mississippi
$238K +$210K +844 New
PHM
2149
Prospect Hill Management
New Jersey
$237K +$218K +875 New
FH
2150
FWG Holdings
Florida
$237K – – –
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87 88