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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
2276
Kiley Juergens Wealth Management
Washington
$317K +$351K +1,047 New
AMG
2277
Advisors Management Group
Wisconsin
$316K -$56K -167 -14%
RWA
2278
Rooted Wealth Advisors
Illinois
$316K +$33.9K +101 +12%
PCM
2279
Park Capital Management
Wisconsin
$315K -$1.68K -5 -0.5%
CAM
2280
Clark Asset Management
New Hampshire
$315K +$20.1K +60 +6%
RBC
2281
Roble Belko & Company
Pennsylvania
$315K – – –
CIP
2282
Convergence Investment Partners
Florida
$315K -$15.8K -47 -4%
VCM
2283
Vivaldi Capital Management
Illinois
$314K -$12.4K -37 -3%
BWA
2284
Bestgate Wealth Advisors
Maryland
$313K -$16.1K -48 -4%
WCM
2285
Wedge Capital Management
North Carolina
$313K +$48.3K +144 +16%
ML
2286
Mayport LLC
Massachusetts
$313K -$26.5K -79 -7%
AA
2287
Alesco Advisors
New York
$312K – – –
AWM
2288
Accel Wealth Management
Iowa
$312K -$12.4K -37 -3%
CA
2289
Cornerstone Advisory
Maryland
$312K +$4.69K +14 +1%
JTWM
2290
Jackson Thornton Wealth Management
Alabama
$312K +$128K +382 +62%
AFM
2291
Aspetuck Financial Management
Connecticut
$312K – – –
SAM
2292
Stembrook Asset Management
New Jersey
$311K – – –
CPWA
2293
Cerro Pacific Wealth Advisors
California
$310K +$55.7K +166 +19%
WP
2294
WealthPLAN Partners
Nebraska
$310K +$42.9K +128 +14%
NAAA
2295
New Age Alpha Advisors
New York
$310K -$6.75M -20,145 -95%
CC
2296
Centiva Capital
New York
$309K +$343K +1,022 New
MAWCM
2297
Mine & Arao Wealth Creation & Management
California
$307K – – –
VC
2298
Veery Capital
Delaware
$307K -$1.68K -5 -0.5%
BWM
2299
Buckley Wealth Management
Nevada
$306K – – –
LI
2300
LRI Investments
Florida
$306K +$143K +426 +73%
90 91
92
93 94