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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
2326
IRON Financial
Illinois
$253K +$281 +1 +0.1%
FA
2327
FDx Advisors
Illinois
$252K -$844 -3 -0.4%
KFS
2328
Kelly Financial Services
Massachusetts
$251K +$563 +2 +0.3%
CAWM
2329
Capital Advisors Wealth Management
Washington
$251K +$1.13K +4 +0.5%
PAM
2330
PVG Asset Management
Colorado
$251K – – –
LFGO
2331
Legacy Financial Group (Oklahoma)
Oklahoma
$250K -$6.19K -22 -3%
FNB
2332
Farmers National Bank
Kentucky
$250K -$1.69K -6 -0.8%
B
2333
Bellecapital
Switzerland
$250K – – –
PSCM
2334
Per Stirling Capital Management
Texas
$249K +$563 +2 +0.3%
WSWA
2335
Warren Street Wealth Advisors
California
$248K +$219K +779 New
CWA
2336
Consilium Wealth Advisory
Texas
$248K – – –
LF
2337
Lantz Financial
Illinois
$248K +$218K +776 New
DDC
2338
DF Dent & Co
Maryland
$247K – – –
BWM
2339
Baron Wealth Management
Michigan
$247K +$218K +774 New
LOPW
2340
Live Oak Private Wealth
North Carolina
$247K -$1.69K -6 -0.8%
LA
2341
Latitude Advisors
Florida
$246K -$2.25K -8 -1%
SFM
2342
Signet Financial Management
New Jersey
$246K +$217K +770 New
HGWM
2343
Horst & Graben Wealth Management
Oregon
$246K +$4.22K +15 +2%
MWM
2344
Manske Wealth Management
Texas
$245K +$216K +768 New
WAS
2345
Wealth Advisory Solutions
Indiana
$245K -$70.9K -252 -25%
TCBWMS
2346
Texas Capital Bank Wealth Management Services
Texas
$245K +$216K +767 New
WMN
2347
Wealth Management Nebraska
Nebraska
$244K -$21.4K -76 -9%
HFS
2348
Hoge Financial Services
Pennsylvania
$244K +$215K +764 New
WDG
2349
Wealth Dimensions Group
Ohio
$243K – – –
RWM
2350
RKL Wealth Management
Pennsylvania
$242K +$214K +760 New
92 93
94
95 96