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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
2126
Main Street Financial Solutions
Pennsylvania
$248K -$12.2K -49 -5%
MPM
2127
Meritage Portfolio Management
Kansas
$247K – – –
OWP
2128
ORG Wealth Partners
Texas
$247K +$226K +909 New
PD
2129
Planning Directions
Pennsylvania
$246K +$249 +1 +0.1%
BWP
2130
Barlow Wealth Partners
Kentucky
$245K +$249 +1 +0.1%
AWP
2131
Accretive Wealth Partners
New Jersey
$244K -$996 -4 -0.4%
TF
2132
Talbot Financial
Washington
$244K – – –
CCM
2133
Conway Capital Management
California
$244K +$224K +900 New
IB
2134
Intrust Bank
Kansas
$243K – – –
QWM
2135
Quadcap Wealth Management
Texas
$242K +$249 +1 +0.1%
LA
2136
Latitude Advisors
Florida
$242K -$2.24K -9 -1%
WBC
2137
West Branch Capital
Massachusetts
$241K +$747 +3 +0.3%
NRC
2138
New Republic Capital
North Carolina
$239K +$219K +881 New
BA
2139
Bellwether Advisors
Nebraska
$238K +$219K +879 New
GAB
2140
German American Bancorp
Indiana
$238K -$4.23K -17 -2%
NEWAS
2141
N.E.W. Advisory Services
Wisconsin
$238K – – –
ZF
2142
Zega Financial
Florida
$238K +$218K +877 New
PWP
2143
Phillips Wealth Planners
Mississippi
$238K +$210K +844 New
PHM
2144
Prospect Hill Management
New Jersey
$237K +$218K +875 New
FH
2145
FWG Holdings
Florida
$237K – – –
CWM
2146
Connecticut Wealth Management
Connecticut
$236K – – –
LK
2147
Lumbard & Kellner
New Hampshire
$236K – – –
DC
2148
DeDora Capital
California
$235K – – –
BCA
2149
Bay Colony Advisors
Massachusetts
$235K +$216K +867 New
JWM
2150
JGP Wealth Management
Oregon
$234K +$215K +864 New
84 85
86
87 88