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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
2226
Quadcap Wealth Management
Texas
$293K -$5.91K -21 -2%
SC
2227
Stephenson & Company
California
$293K – – –
EA
2228
Everpar Advisors
Oklahoma
$293K +$38K +135 +17%
LCWP
2229
Legacy Capital Wealth Partners
Arkansas
$292K -$6.75K -24 -3%
BWP
2230
Barlow Wealth Partners
Kentucky
$292K – – –
BWA
2231
Bestgate Wealth Advisors
Maryland
$292K – – –
NCTC
2232
New Covenant Trust Company
Indiana
$291K -$2.53K -9 -1%
MPM
2233
Meritage Portfolio Management
Kansas
$290K – – –
AIP
2234
Almanack Investment Partners
Pennsylvania
$290K +$256K +908 New
CAM
2235
Costello Asset Management
Pennsylvania
$288K +$281 +1 +0.1%
MIC
2236
Meridian Investment Counsel
California
$288K – – –
GWM
2237
GSB Wealth Management
Connecticut
$288K +$22K +78 +9%
MFGM
2238
Marshall Financial Group (Maryland)
Maryland
$288K -$11K -39 -4%
OWM
2239
Omnitrust Wealth Management
Florida
$288K +$239K +850 New
OSNBOA
2240
Old Second National Bank of Aurora
Illinois
$287K -$28.1K -100 -10%
TF
2241
Talbot Financial
Washington
$287K – – –
ODIJL
2242
One Day In July LLC
Vermont
$286K +$12.9K +46 +5%
DFP
2243
Defined Financial Planning
California
$286K +$34.6K +123 +15%
OWM
2244
Orca Wealth Management
Florida
$286K -$87.2K -310 -26%
JWM
2245
JGP Wealth Management
Oregon
$286K +$2.81K +10 +1%
JC
2246
JB Capital
Connecticut
$285K +$29.6K +105 +13%
AC
2247
ASB Consultores
Florida
$285K -$6.75K -24 -3%
AGA
2248
Accuvest Global Advisors
Utah
$283K +$249K +886 New
AHC
2249
Adell Harriman & Carpenter
Texas
$283K +$15.8K +56 +7%
NCM
2250
Novare Capital Management
North Carolina
$283K -$65.3K -232 -21%
88 89
90
91 92