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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LSWP
2201
Liberty Square Wealth Partners
Pennsylvania
$387K -$1.6K -5 -0.4%
PCWA
2202
Pacific Capital Wealth Advisors
California
$387K -$1.28K -4 -0.3%
EFG
2203
Ehrlich Financial Group
California
$387K +$5.76K +18 +2%
IWA
2204
Invera Wealth Advisors
Oregon
$386K +$365K +1,140 New
SIC
2205
Samalin Investment Counsel
New York
$385K -$8.96K -28 -2%
SSWM
2206
Strait & Sound Wealth Management
California
$385K – – –
BSSFA
2207
Baron Silver Stevens Financial Advisors
Florida
$385K +$9.29K +29 +3%
MCCP
2208
Mission Creek Capital Partners
California
$384K +$364K +1,136 New
TPWA
2209
Twin Peaks Wealth Advisors
California
$382K +$134K +417 +59%
APG
2210
Abacus Planning Group
South Carolina
$382K +$17.6K +55 +5%
SWGC
2211
Summit Wealth Group (Colorado)
Colorado
$381K +$65.3K +204 +22%
UFA
2212
Uptown Financial Advisors
Texas
$381K – – –
MCM
2213
Monument Capital Management
Virginia
$380K +$59.2K +185 +20%
SHGA
2214
Sand Hill Global Advisors
California
$379K +$8.64K +27 +2%
GC
2215
GatePass Capital
Ohio
$379K -$151K -473 -30%
SIM
2216
Seaview Investment Managers
Florida
$377K -$7.86M -24,557 -96%
MF
2217
Manchester Financial
California
$377K – – –
BDF
2218
Black Diamond Financial
Maryland
$375K -$25.9K -81 -7%
DOA
2219
D'Orazio & Associates
Virginia
$373K -$11.2K -35 -3%
AAMG
2220
AMG Asset Management Group
Georgia
$372K +$28.5K +89 +9%
SFP
2221
Shepherd Financial Partners
Massachusetts
$372K +$7.36K +23 +2%
XPN
2222
XY Planning Network
Montana
$372K +$32.3K +101 +10%
PRP
2223
Peak Retirement Planning
Ohio
$371K +$44.8K +140 +15%
JC
2224
JB Capital
Connecticut
$371K +$119K +372 +51%
NAMNJ
2225
NorthStar Asset Management (New Jersey)
New Jersey
$371K +$320 +1 +0.1%
87 88
89
90 91