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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
2276
DeDora Capital
California
$288K – – –
PMFA
2277
Plante Moran Financial Advisors
Michigan
$288K +$8.27K +26 +3%
AIP
2278
Almanack Investment Partners
Pennsylvania
$287K -$13.7K -43 -5%
OBWG
2279
Onyx Bridge Wealth Group
New York
$287K +$56.9K +179 +26%
TFM
2280
TFC Financial Management
Massachusetts
$287K +$5.09K +16 +2%
MSF
2281
Mustard Seed Financial
Arkansas
$287K – – –
FC
2282
Financial Consulate
Maryland
$286K +$274K +862 New
LAM
2283
Longboard Asset Management
Arizona
$285K +$273K +858 New
BCA
2284
Bay Colony Advisors
Massachusetts
$284K +$14.3K +45 +6%
FC
2285
Financial Council
Maryland
$284K +$5.41K +17 +2%
MIC
2286
Meridian Investment Counsel
California
$284K -$15.6K -49 -5%
CPWA
2287
Cerro Pacific Wealth Advisors
California
$284K -$7.95K -25 -3%
WA
2288
Wealthstream Advisors
New York
$283K +$10.5K +33 +4%
RWA
2289
Rooted Wealth Advisors
Illinois
$282K +$55.7K +175 +26%
ABLA
2290
Alan B. Lancz & Associates
Ohio
$282K – – –
GB
2291
Goepper Burkhardt
South Carolina
$282K – – –
ASG
2292
Ariston Services Group
California
$282K – – –
USWIA
2293
UP Strategic Wealth Investment Advisors
Pennsylvania
$281K – – –
BWS
2294
Broadway Wealth Solutions
Texas
$281K -$954 -3 -0.4%
AW
2295
Apricus Wealth
South Carolina
$281K – – –
TCWM
2296
Total Clarity Wealth Management
Illinois
$281K -$10.2K -32 -4%
HCM
2297
Hengehold Capital Management
Ohio
$280K +$6.68K +21 +3%
ACG
2298
Allen Capital Group
Nebraska
$277K +$7.32K +23 +3%
AWP
2299
Abacus Wealth Partners
California
$276K +$34K +107 +15%
RWM
2300
RKL Wealth Management
Pennsylvania
$276K +$22.3K +70 +9%
90 91
92
93 94