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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
2276
Baltimore-Washington Financial Advisors
Maryland
$271K – – –
BWS
2277
Broadway Wealth Solutions
Texas
$271K -$22.2K -79 -9%
ABLA
2278
Alan B. Lancz & Associates
Ohio
$271K – – –
GB
2279
Goepper Burkhardt
South Carolina
$271K – – –
ASG
2280
Ariston Services Group
California
$271K -$70.4K -250 -23%
TFM
2281
TFC Financial Management
Massachusetts
$271K – – –
AW
2282
Apricus Wealth
South Carolina
$270K – – –
GHA
2283
Granite Harbor Advisors
Texas
$270K +$20K +71 +9%
WFAG
2284
Worth Financial Advisory Group
North Carolina
$270K -$254K -901 -52%
MWM
2285
Maridea Wealth Management
New York
$270K +$27.3K +97 +13%
CIAS
2286
CFS Investment Advisory Services
New Jersey
$268K +$236K +840 New
PMFA
2287
Plante Moran Financial Advisors
Michigan
$268K – – –
FC
2288
Financial Council
Maryland
$267K – – –
DF
2289
DecisionPoint Financial
Arizona
$267K +$1.13K +4 +0.5%
SAW
2290
Signal Advisors Wealth
Michigan
$266K -$1.18M -4,201 -83%
AFA
2291
Antonelli Financial Advisors
Michigan
$266K – – –
AGA
2292
Arkos Global Advisors
Texas
$264K +$14.9K +53 +7%
CWA
2293
Canvas Wealth Advisors
Kansas
$264K +$14.4K +51 +6%
CFA
2294
Capstone Financial Advisors
Illinois
$263K +$232K +825 New
AGWCA
2295
Annis Gardner Whiting Capital Advisors
Florida
$263K +$65.3K +232 +39%
RS
2296
Rakuten Securities
Japan
$263K -$49.5K -176 -18%
FH
2297
FWG Holdings
Florida
$263K +$2.53K +9 +1%
HCM
2298
Hengehold Capital Management
Ohio
$262K +$14.1K +50 +6%
CB
2299
Chris Bulman
California
$262K +$20.3K +72 +10%
WAM
2300
Wallington Asset Management
Indiana
$262K +$5.35K +19 +2%
90 91
92
93 94