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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
2226
Colonial Trust Advisors
South Carolina
$341K – – –
EFG
2227
Ehrlich Financial Group
California
$340K -$4.69K -14 -1%
SPAS
2228
Spectrum Planning & Advisory Services
California
$339K +$16.8K +50 +5%
WF
2229
Willow Financial
Arkansas
$338K -$11.4K -34 -3%
CWA
2230
Canvas Wealth Advisors
Kansas
$338K +$97.6K +291 +35%
MF
2231
Manchester Financial
California
$337K -$26.5K -79 -7%
TFA
2232
Transamerica Financial Advisors
Florida
$337K +$201K +600 +117%
BSSFA
2233
Baron Silver Stevens Financial Advisors
Florida
$335K -$113K -337 -23%
FFA
2234
Fi3 Financial Advisors
Indiana
$335K +$38.6K +115 +12%
APW
2235
Acima Private Wealth
Virginia
$333K – – –
EV
2236
EJMK Ventures
Illinois
$332K -$7.38K -22 -2%
FBT
2237
First Bankers Trust
Kentucky
$332K +$34.5K +103 +10%
NAMNJ
2238
NorthStar Asset Management (New Jersey)
New Jersey
$331K +$671 +2 +0.2%
SHGA
2239
Sand Hill Global Advisors
California
$331K +$39.6K +118 +12%
GIA
2240
Guyasuta Investment Advisors
Pennsylvania
$329K +$4.02K +12 +1%
RAM
2241
Redmond Asset Management
Virginia
$329K – – –
GRR
2242
Golden Reserve Retirement
Ohio
$329K +$168K +501 +85%
HC
2243
Hamilton Capital
Ohio
$329K -$96.6K -288 -21%
CIAS
2244
CFS Investment Advisory Services
New Jersey
$329K +$2.68K +8 +0.8%
CL
2245
COWA LLC
Oklahoma
$328K -$6.71K -20 -2%
SFP
2246
Shepherd Financial Partners
Massachusetts
$326K +$3.35K +10 +0.9%
ESC
2247
Eurizon SLJ Capital
$326K -$174K -520 -33%
NFP
2248
Narus Financial Partners
Utah
$326K +$34.2K +102 +10%
PWP
2249
Perfromance Wealth Partners
Illinois
$325K – – –
ISWM
2250
Independent Solutions Wealth Management
New York
$325K – – –
88 89
90
91 92