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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
2351
Mendel Money Management
Illinois
$217K +$210K +731 New
KWA
2352
Kellett Wealth Advisors
Ohio
$216K +$209K +729 New
FNWM
2353
Financial Network Wealth Management
Utah
$216K +$210K +731 New
EFG
2354
Ethos Financial Group
Pennsylvania
$216K +$209K +727 New
BOJHT
2355
Bank of Jackson Hole Trust
Wyoming
$215K +$209K +726 New
CGA
2356
Crescent Grove Advisors
Illinois
$215K -$85.3K -297 -29%
WSWA
2357
Warren Street Wealth Advisors
California
$215K +$208K +724 New
FWA
2358
FSM Wealth Advisors
Ohio
$215K +$198K +690 New
PVAMC
2359
PPS&V Asset Management Consultants
Michigan
$215K +$208K +724 New
WFA
2360
WestHill Financial Advisors
California
$215K +$208K +723 New
SPFA
2361
Summit Place Financial Advisors
New Jersey
$214K +$207K +722 New
HGWM
2362
Horst & Graben Wealth Management
Oregon
$214K +$207K +722 New
ST
2363
Somerset Trust
Pennsylvania
$214K -$14.4K -50 -6%
OBGC
2364
O'Brien Greene & Co
Pennsylvania
$214K +$207K +721 New
AWP
2365
Ascent Wealth Partners
New York
$214K +$207K +720 New
CP
2366
Capital Planning
Washington
$213K +$206K +718 New
SGC
2367
Slocum, Gordon & Co
Rhode Island
$213K – – –
BMCM
2368
Burns Matteson Capital Management
New York
$213K -$23.8K -83 -10%
DWM
2369
DecisionMap Wealth Management
Virginia
$212K +$205K +715 New
SWIM
2370
Smallwood Wealth Investment Management
New Jersey
$212K +$205K +715 New
WIM
2371
Westside Investment Management
California
$211K – – –
HF
2372
Holcombe Financial
Georgia
$211K +$205K +712 New
BWP
2373
BlueStem Wealth Partners
Minnesota
$210K +$204K +709 New
CWA
2374
Canvas Wealth Advisors
Kansas
$210K +$203K +707 New
FOR
2375
Family Office Research
Maryland
$209K +$202K +703 New
93 94
95
96 97