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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
2326
ELCO Management
New York
$255K – – –
KIA
2327
Knollwood Investment Advisory
Maryland
$255K – – –
CWAG
2328
Compton Wealth Advisory Group
Virginia
$253K +$1.97K +7 +0.9%
SFP
2329
Sandbox Financial Partners
Maryland
$253K -$18.3K -65 -8%
IF
2330
IRON Financial
Illinois
$253K +$281 +1 +0.1%
FA
2331
FDx Advisors
Illinois
$252K -$844 -3 -0.4%
KFS
2332
Kelly Financial Services
Massachusetts
$251K +$563 +2 +0.3%
CAWM
2333
Capital Advisors Wealth Management
Washington
$251K +$1.13K +4 +0.5%
PAM
2334
PVG Asset Management
Colorado
$251K – – –
LFGO
2335
Legacy Financial Group (Oklahoma)
Oklahoma
$250K -$6.19K -22 -3%
FNB
2336
Farmers National Bank
Kentucky
$250K -$1.69K -6 -0.8%
B
2337
Bellecapital
Switzerland
$250K – – –
PSCM
2338
Per Stirling Capital Management
Texas
$249K +$563 +2 +0.3%
WSWA
2339
Warren Street Wealth Advisors
California
$248K +$219K +779 New
IAG
2340
Innovative Advisory Group
Massachusetts
$248K +$23.1K +82 +12%
CWA
2341
Consilium Wealth Advisory
Texas
$248K – – –
LF
2342
Lantz Financial
Illinois
$248K +$218K +776 New
DDC
2343
DF Dent & Co
Maryland
$247K – – –
BWM
2344
Baron Wealth Management
Michigan
$247K +$218K +774 New
LOPW
2345
Live Oak Private Wealth
North Carolina
$247K -$1.69K -6 -0.8%
LA
2346
Latitude Advisors
Florida
$246K -$2.25K -8 -1%
SFM
2347
Signet Financial Management
New Jersey
$246K +$217K +770 New
HGWM
2348
Horst & Graben Wealth Management
Oregon
$246K +$4.22K +15 +2%
MWM
2349
Manske Wealth Management
Texas
$245K +$216K +768 New
WAS
2350
Wealth Advisory Solutions
Indiana
$245K -$70.9K -252 -25%
92 93
94
95 96