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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2126
Bristlecone Advisors
Washington
$335K -$7.04K -25 -2%
FMII
2127
Farmers & Merchants Investments Inc
Nebraska
$335K -$2.25K -8 -0.8%
SHFP
2128
Second Half Financial Partners
Florida
$334K +$23.4K +83 +9%
OPPS
2129
Obsidian Personal Planning Solutions
Maryland
$333K -$281 -1 -0.1%
VC
2130
Veery Capital
Delaware
$333K +$81.9K +291 +39%
QIM
2131
Quantitative Investment Management
Virginia
$333K -$1.66M -5,910 -85%
PCM
2132
Park Capital Management
Wisconsin
$332K +$4.22K +15 +1%
NQWM
2133
Northwest Quadrant Wealth Management
Oregon
$332K +$844 +3 +0.3%
CFS
2134
CRA Financial Services
New Jersey
$332K +$10.1K +36 +4%
GWM
2135
Greenwich Wealth Management
Connecticut
$332K +$563 +2 +0.2%
LWA
2136
Lineweaver Wealth Advisors
Ohio
$331K +$2.81K +10 +1%
FWA
2137
Flagship Wealth Advisors
Massachusetts
$331K – – –
ECA
2138
Elevated Capital Advisors
Utah
$328K – – –
OIS
2139
OneAscent Investment Solutions
Alabama
$327K +$288K +1,024 New
NI
2140
NDVR Inc
Massachusetts
$327K -$13.5K -48 -4%
PMWMG
2141
Parr McKnight Wealth Management Group
Minnesota
$327K – – –
AT
2142
American Trust
Kentucky
$327K +$288K +1,024 New
CCA
2143
Cottonwood Capital Advisors
Utah
$325K – – –
SCM
2144
Stonebridge Capital Management
California
$325K – – –
PCM
2145
Princeton Capital Management
New Jersey
$324K – – –
VIP
2146
Vista Investment Partners
Oklahoma
$324K – – –
ACI
2147
Alpha Cubed Investments
California
$323K -$117K -414 -29%
GWM
2148
Gibbs Wealth Management
Georgia
$323K +$39.1K +139 +16%
BWM
2149
Buckley Wealth Management
Nevada
$323K – – –
BCG
2150
BayBridge Capital Group
California
$323K +$34.6K +123 +14%
84 85
86
87 88