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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2251
Avion Wealth
Texas
$182K +$1.74K +7 +1%
FMP
2252
Financial Management Professionals
Texas
$181K -$23.7K -95 -12%
MWM
2253
Mascoma Wealth Management
New Hampshire
$179K -$9.96K -40 -6%
WIM
2254
Westside Investment Management
California
$177K – – –
IAS
2255
IMA Advisory Services
Colorado
$175K +$160K +644 New
KWAG
2256
Kiely Wealth Advisory Group
North Carolina
$174K – – –
LB
2257
Legacy Bridge
Iowa
$174K – – –
W
2258
WealthCollab
Washington
$173K – – –
BWL
2259
Bogart Wealth LLC
Virginia
$172K – – –
WPWM
2260
Western Pacific Wealth Management
Illinois
$172K – – –
AT
2261
Arlington Trust
Alabama
$172K – – –
BGAI
2262
Bruce G. Allen Investments
Colorado
$171K +$1.74K +7 +1%
1IA
2263
1620 Investment Advisors
Massachusetts
$170K -$147K -591 -48%
AA
2264
Addison Advisors
Vermont
$169K -$19.7K -79 -11%
TCA
2265
Trifecta Capital Advisors
Illinois
$167K – – –
PW
2266
Paladin Wealth
Minnesota
$165K +$152K +609 New
AT
2267
Avalon Trust
New Mexico
$161K -$16.4K -66 -10%
FFO
2268
Fortitude Family Office
Arizona
$161K -$33.1K -133 -18%
SIS
2269
Strategic Investment Solutions
Illinois
$159K +$1.74K +7 +1%
RS
2270
Rakuten Securities
Japan
$159K +$124K +497 +565%
MCI
2271
MRP Capital Investments
Georgia
$158K +$145K +584 New
DMBA
2272
Deseret Mutual Benefit Administrators
Utah
$157K -$10.5K -42 -7%
FPF
2273
First Pacific Financial
Washington
$154K +$498 +2 +0.4%
WBWA
2274
William B. Walkup & Associates
South Carolina
$153K – – –
SNB
2275
Security National Bank
Nebraska
$152K -$9.96K -40 -7%
89 90
91
92 93