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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TDB
2251
Thompson David Blair
$389K +$376K +1,051 New
OFW
2252
Omnia Family Wealth
Florida
$389K – – –
NBWM
2253
North Berkeley Wealth Management
California
$388K +$84.1K +235 +29%
TL
2254
Tradewinds LLC
North Carolina
$388K +$14.7K +41 +4%
PCM
2255
Park Capital Management
Wisconsin
$387K -$8.23K -23 -2%
GGI
2256
Godsey & Gibb Inc
Virginia
$387K +$14.3K +40 +4%
NQWM
2257
Northwest Quadrant Wealth Management
Oregon
$387K +$716 +2 +0.2%
RBC
2258
Roble Belko & Company
Pennsylvania
$385K +$360K +1,005 +2,716%
BWM
2259
BCS Wealth Management
Tennessee
$384K +$371K +1,038 New
AA
2260
Alesco Advisors
New York
$382K -$2.15K -6 -0.6%
AFM
2261
Aspetuck Financial Management
Connecticut
$381K – – –
SW
2262
Solidarity Wealth
Utah
$380K -$214K -599 -37%
SAM
2263
Stembrook Asset Management
New Jersey
$380K +$368K +1,028 New
PWM
2264
Peck Wealth Management
New York
$378K – – –
VC
2265
Veery Capital
Delaware
$377K -$358 -1 -0.1%
CA
2266
Cornerstone Advisory
Maryland
$376K +$10.4K +29 +3%
MAWCM
2267
Mine & Arao Wealth Creation & Management
California
$376K +$716 +2 +0.2%
WMP
2268
Wealth Management Partners
Arizona
$375K -$46.9K -131 -11%
AGWCA
2269
Annis Gardner Whiting Capital Advisors
Florida
$375K +$73.4K +205 +25%
BWM
2270
Buckley Wealth Management
Nevada
$375K -$1.43K -4 -0.4%
TPA
2271
Trivium Point Advisory
Connecticut
$375K +$3.94K +11 +1%
BA
2272
Bellwether Advisors
Nebraska
$373K +$361K +1,009 New
AWAG
2273
ARS Wealth Advisors Group
Florida
$373K +$103K +288 +40%
FAM
2274
Formidable Asset Management
Ohio
$373K -$138K -386 -26%
HIIFS
2275
Harel Insurance Investments & Financial Services
Israel
$373K -$34.4K -96 -9%
89 90
91
92 93