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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2176
Sandbox Financial Partners
Maryland
$226K +$207K +832 New
CCWM
2177
Correct Capital Wealth Management
Missouri
$226K +$207K +832 New
FVWA
2178
Foster Victor Wealth Advisors
South Carolina
$226K – – –
OCM
2179
Orion Capital Management
California
$225K – – –
WAM
2180
Wallington Asset Management
Indiana
$225K +$206K +829 New
JCM
2181
Jacobsen Capital Management
Utah
$224K +$206K +827 New
PCM
2182
Parsons Capital Management
Rhode Island
$224K +$206K +826 New
DF
2183
DecisionPoint Financial
Arizona
$224K – – –
HOWA
2184
Heritage Oak Wealth Advisors
Florida
$223K +$204K +821 New
NWWA
2185
New Wave Wealth Advisors
Arkansas
$223K +$204K +821 New
CWA
2186
Consilium Wealth Advisory
Texas
$222K +$204K +819 New
GWM
2187
GSB Wealth Management
Connecticut
$221K +$203K +815 New
NECFA
2188
New England Capital Financial Advisors
Connecticut
$221K +$498 +2 +0.2%
IWA
2189
IVC Wealth Advisors
Pennsylvania
$221K +$203K +814 New
RIG
2190
Ramiah Investment Group
Wisconsin
$221K +$203K +814 New
TCWA
2191
Turtle Creek Wealth Advisors
Texas
$221K +$203K +814 New
CFSG
2192
Clark Financial Services Group
Missouri
$219K +$201K +807 New
OBWG
2193
Onyx Bridge Wealth Group
New York
$219K +$201K +807 New
SFS
2194
Stiles Financial Services
Minnesota
$219K +$201K +806 New
CFAM
2195
Center For Asset Management
Florida
$218K +$200K +805 New
SFWC
2196
Strategic Family Wealth Counselors
New Jersey
$218K +$200K +804 New
LFGO
2197
Legacy Financial Group (Oklahoma)
Oklahoma
$218K +$201K +807 New
BFIC
2198
Bedell Frazier Investment Counselling
California
$217K +$199K +800 New
BMCM
2199
Burns Matteson Capital Management
New York
$217K +$199K +800 New
KIA
2200
Knollwood Investment Advisory
Maryland
$217K +$199K +800 New
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