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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2251
Costello Asset Management
Pennsylvania
$301K +$318 +1 +0.1%
GH
2252
GAM Holding
Switzerland
$300K +$287K +902 New
WFAG
2253
Worth Financial Advisory Group
North Carolina
$299K +$17.5K +55 +6%
IBOK
2254
Independence Bank of Kentucky
Kentucky
$299K -$7.95K -25 -3%
TF
2255
Talbot Financial
Washington
$299K – – –
HI
2256
Humankind Investments
New York
$299K +$8.59K +27 +3%
S
2257
Sunpointe
Missouri
$298K -$26.1K -82 -8%
JC
2258
JB Capital
Connecticut
$297K -$318 -1 -0.1%
JWM
2259
JGP Wealth Management
Oregon
$296K -$318 -1 -0.1%
CB
2260
Chris Bulman
California
$295K +$21.3K +67 +8%
EIG
2261
Ellenbecker Investment Group
Wisconsin
$294K +$318 +1 +0.1%
SSA
2262
South Street Advisors
New York
$294K +$281K +884 New
SG
2263
Strid Group
Pennsylvania
$294K +$281K +884 New
GAB
2264
German American Bancorp
Indiana
$293K – – –
GWM
2265
Gibbs Wealth Management
Georgia
$292K -$42.6K -134 -13%
NEWAS
2266
N.E.W. Advisory Services
Wisconsin
$292K – – –
MSWM
2267
Mowery & Schoenfeld Wealth Management
Illinois
$291K +$251K +789 +897%
GWM
2268
GSB Wealth Management
Connecticut
$291K -$8.27K -26 -3%
GHA
2269
Granite Harbor Advisors
Texas
$290K +$8.27K +26 +3%
CWAG
2270
Compton Wealth Advisory Group
Virginia
$290K +$25.4K +80 +10%
LK
2271
Lumbard & Kellner
New Hampshire
$289K – – –
PWM
2272
Palacios Wealth Management
Florida
$289K – – –
FHC
2273
First Heartland Consultants
Missouri
$289K +$3.18K +10 +1%
EBA
2274
Eagle Bay Advisors
New York
$288K -$31.2K -98 -10%
RW
2275
Rede Wealth
Virginia
$288K +$276K +869 New
89 90
91
92 93