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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
2301
Narus Financial Partners
Utah
$361K +$22.2K +62 +7%
AGA
2302
Arkos Global Advisors
Texas
$361K -$132K -368 -27%
FNT
2303
First Nebraska Trust
Nebraska
$361K -$10.7K -30 -3%
RFM
2304
Royal Fund Management
Florida
$361K +$349K +975 New
LI
2305
Lafayette Investments
Maryland
$360K -$25.1K -70 -7%
EWM
2306
EPG Wealth Management
Georgia
$360K +$358 +1 +0.1%
GPA
2307
Garrison Point Advisors
California
$359K – – –
VIP
2308
Vista Investment Partners
Oklahoma
$359K – – –
MCM
2309
Monument Capital Management
Virginia
$358K – – –
SSC
2310
Syverson Strege & Co
Iowa
$358K -$19K -53 -5%
CPWL
2311
Coquina Private Wealth LLC
Florida
$358K +$346K +968 New
SPWM
2312
Spartan Planning & Wealth Management
North Carolina
$358K +$11.8K +33 +4%
OWM
2313
Orca Wealth Management
Florida
$357K +$358 +1 +0.1%
CWA
2314
CJM Wealth Advisers
Virginia
$356K +$3.58K +10 +1%
PCM
2315
Parsons Capital Management
Rhode Island
$356K +$48.3K +135 +16%
WP
2316
WealthSpring Partners
California
$355K +$344K +960 New
SQA
2317
Simon Quick Advisors
New Jersey
$354K +$110K +307 +47%
FCA
2318
FLC Capital Advisors
California
$354K – – –
HA
2319
HC Advisors
Georgia
$351K +$3.22K +9 +1%
IAG
2320
Investment Advisory Group
Massachusetts
$351K – – –
NSAM
2321
North Star Asset Management
Wisconsin
$351K +$3.94K +11 +1%
CPSAC
2322
Chas P. Smith & Associates (CPS)
Florida
$351K +$339K +948 New
OWM
2323
Omnitrust Wealth Management
Florida
$351K +$339K +948 New
CAC
2324
Certified Advisory Corp
Florida
$350K -$19.7K -55 -5%
FFP
2325
FourThought Financial Partners
Florida
$350K -$42.9K -120 -11%
91 92
93
94 95