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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FPL
2276
Fortress Private Ledger
North Carolina
$243K +$236K +820 New
CWA
2277
Consilium Wealth Advisory
Texas
$243K – – –
CB
2278
Chris Bulman
California
$243K +$13.2K +46 +6%
WFA
2279
Woodward Financial Advisors
North Carolina
$242K -$2.87K -10 -1%
NECFA
2280
New England Capital Financial Advisors
Connecticut
$242K +$287 +1 +0.1%
TA
2281
TrueWealth Advisors
Alabama
$242K -$315K -1,097 -57%
OBWG
2282
Onyx Bridge Wealth Group
New York
$241K +$1.44K +5 +0.6%
RPCONE
2283
Retirement Planning Company of New England
Rhode Island
$240K -$6.89K -24 -3%
SFS
2284
Stiles Financial Services
Minnesota
$240K +$287 +1 +0.1%
LFGO
2285
Legacy Financial Group (Oklahoma)
Oklahoma
$240K – – –
NFP
2286
Narus Financial Partners
Utah
$239K -$8.04K -28 -3%
WAM
2287
Wallington Asset Management
Indiana
$238K -$7.47K -26 -3%
EM
2288
ELCO Management
New York
$237K -$14.4K -50 -6%
BFIC
2289
Bedell Frazier Investment Counselling
California
$237K – – –
BRM
2290
Boston Research & Management
Massachusetts
$237K – – –
KIA
2291
Knollwood Investment Advisory
Maryland
$237K – – –
GJWM
2292
Gilliland Jeter Wealth Management
Arkansas
$237K +$862 +3 +0.4%
HCM
2293
Hengehold Capital Management
Ohio
$236K – – –
CWAG
2294
Compton Wealth Advisory Group
Virginia
$236K – – –
FNB
2295
Farmers National Bank
Kentucky
$235K +$228K +793 New
KWMG
2296
King Wealth Management Group
Florida
$235K -$1.44K -5 -0.6%
VC
2297
Vestor Capital
Illinois
$235K +$13.5K +47 +6%
CWM
2298
Centurion Wealth Management
Virginia
$234K – – –
IF
2299
IRON Financial
Illinois
$234K +$287 +1 +0.1%
NWWA
2300
New Wave Wealth Advisors
Arkansas
$234K -$9.77K -34 -4%
90 91
92
93 94