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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2301
Executive Wealth Management
Michigan
$232K +$7.18K +25 +3%
RB
2302
Renasant Bank
Mississippi
$231K +$224K +780 New
FFC
2303
First Financial Corp
Indiana
$231K – – –
LOPW
2304
Live Oak Private Wealth
North Carolina
$231K +$1.72K +6 +0.8%
CAWM
2305
Capital Advisors Wealth Management
Washington
$231K +$7.76K +27 +4%
PSCM
2306
Per Stirling Capital Management
Texas
$230K +$287 +1 +0.1%
4WM
2307
49 Wealth Management
Texas
$230K -$46.3K -161 -17%
DJYG
2308
David J. Yvars Group
Florida
$230K +$223K +775 New
PIN
2309
Prudent Investors Network
California
$229K +$222K +773 New
MWM
2310
MinichMacGregor Wealth Management
New York
$229K -$72.4K -252 -25%
AFA
2311
American Financial Advisors
Georgia
$229K -$21.5K -75 -9%
SH
2312
SLT Holdings
Arizona
$228K +$221K +768 New
WDG
2313
Wealth Dimensions Group
Ohio
$227K +$220K +766 New
FWI
2314
Facet Wealth Inc
Maryland
$227K +$206K +717 New
AA
2315
Acorns Advisers
California
$225K +$2.59K +9 +1%
NWA
2316
Navis Wealth Advisors
New York
$225K +$3.45K +12 +2%
TSWM
2317
Tyler-Stone Wealth Management
Ohio
$224K -$575 -2 -0.3%
SW
2318
SkyOak Wealth
Michigan
$224K – – –
USWIA
2319
UP Strategic Wealth Investment Advisors
Pennsylvania
$224K +$217K +754 New
MCA
2320
Magnolia Capital Advisors
Mississippi
$223K +$287 +1 +0.1%
CJL
2321
Cyrus J. Lawrence
New York
$223K +$7.18K +25 +3%
WI
2322
Wedgewood Investors
Pennsylvania
$223K -$2.01K -7 -0.9%
LA
2323
LexAurum Advisors
Kansas
$223K +$216K +751 New
LIA
2324
LBMC Investment Advisors
Tennessee
$223K – – –
NBWM
2325
North Berkeley Wealth Management
California
$223K +$215K +750 New
91 92
93
94 95