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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2226
Tulsa Wealth Advisors
Oklahoma
$403K +$390K +1,089 New
RAM
2227
Redmond Asset Management
Virginia
$403K – – –
WEG
2228
World Equity Group
Illinois
$403K +$389K +1,088 New
CIP
2229
Convergence Investment Partners
Florida
$402K -$13.2K -37 -3%
APA
2230
Astoria Portfolio Advisors
New York
$402K -$320K -895 -42%
MC
2231
Middleton & Co
Massachusetts
$401K -$14.3K -40 -4%
BWA
2232
Bestgate Wealth Advisors
Maryland
$401K – – –
BDF
2233
Black Diamond Financial
Maryland
$401K – – –
CFS
2234
CRA Financial Services
New Jersey
$401K +$3.58K +10 +0.9%
BPCE
2235
Bank Pictet & Cie (Europe)
Germany
$401K -$50.8K -142 -12%
BIA
2236
Barry Investment Advisors
Massachusetts
$400K +$387K +1,081 New
GIA
2237
Guyasuta Investment Advisors
Pennsylvania
$398K -$1.07K -3 -0.3%
VCM
2238
Vivaldi Capital Management
Illinois
$398K -$41.2K -115 -10%
PWP
2239
Perfromance Wealth Partners
Illinois
$398K -$5.37K -15 -1%
ISWM
2240
Independent Solutions Wealth Management
New York
$398K -$80.9K -226 -17%
PCMC
2241
Paragon Capital Management (Colorado)
Colorado
$397K -$4.65K -13 -1%
OC
2242
Opinicus Capital
Florida
$397K +$5.01K +14 +1%
FPB
2243
First PREMIER Bank
South Dakota
$397K – – –
SPAS
2244
Spectrum Planning & Advisory Services
California
$397K -$716 -2 -0.2%
AWM
2245
Accel Wealth Management
Iowa
$396K +$358 +1 +0.1%
SFP
2246
Shepherd Financial Partners
Massachusetts
$395K -$358 -1 -0.1%
SAM
2247
Simplify Asset Management
Nevada
$392K +$149K +415 +64%
EDRH
2248
Edmond de Rothschild Holding
Switzerland
$391K – – –
BWP
2249
Burling Wealth Partners
Illinois
$390K +$5.73K +16 +2%
WFAG
2250
Worth Financial Advisory Group
North Carolina
$389K +$53.7K +150 +17%
88 89
90
91 92