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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2326
Bestgate Wealth Advisors
Maryland
$334K -$15.4K -48 -5%
VC
2327
Veery Capital
Delaware
$334K -$8.32K -26 -3%
RFM
2328
Royal Fund Management
Florida
$334K +$4.8K +15 +2%
CFS
2329
Commonwealth Financial Services
West Virginia
$334K +$49K +153 +18%
XWL
2330
XXI Wealth LLC
Illinois
$334K +$25K +78 +9%
LI
2331
LRI Investments
Florida
$333K -$8.32K -26 -3%
AT
2332
American Trust
Kentucky
$333K +$99.3K +310 +46%
NF
2333
NavPoint Financial
Minnesota
$332K – – –
ATI
2334
Act Two Investors
California
$331K – – –
NFP
2335
Narus Financial Partners
Utah
$330K -$33K -103 -10%
FWA
2336
Flagship Wealth Advisors
Massachusetts
$330K +$149K +464 +91%
EWM
2337
EPG Wealth Management
Georgia
$330K +$320 +1 +0.1%
GGI
2338
Godsey & Gibb Inc
Virginia
$329K -$10.6K -33 -3%
MA
2339
MW Advisory
Georgia
$328K +$311K +971 New
GPA
2340
Garrison Point Advisors
California
$328K – – –
SI
2341
Seeds Investor
New York
$328K +$19.5K +61 +7%
FFP
2342
FourThought Financial Partners
Florida
$327K +$5.12K +16 +2%
SAW
2343
Signal Advisors Wealth
Michigan
$327K +$309K +965 New
CIP
2344
Convergence Investment Partners
Florida
$326K -$24.3K -76 -7%
WP
2345
WealthSpring Partners
California
$325K +$320 +1 +0.1%
FCA
2346
FLC Capital Advisors
California
$323K – – –
BA
2347
Bellwether Advisors
Nebraska
$323K – – –
OIS
2348
OneAscent Investment Solutions
Alabama
$322K -$119K -372 -28%
VW
2349
Vance Wealth
California
$321K +$37.8K +118 +14%
CCA
2350
Corps Capital Advisors
Texas
$321K +$304K +948 New
92 93
94
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