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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
2351
Narus Financial Partners
Utah
$206K -$11.8K -40 -5%
SFA
2352
Semmax Financial Advisors
North Carolina
$206K +$296 +1 +0.1%
LI
2353
LRI Investments
Florida
$205K +$27.2K +92 +14%
WDG
2354
Wealth Dimensions Group
Ohio
$205K -$1.48K -5 -0.7%
PA
2355
Probity Advisors
Texas
$204K -$41.1K -139 -15%
FCCM
2356
First City Capital Management
Georgia
$204K -$532K -1,800 -70%
SW
2357
SkyOak Wealth
Michigan
$203K – – –
HGWM
2358
Horst & Graben Wealth Management
Oregon
$203K +$9.75K +33 +5%
VC
2359
Veery Capital
Delaware
$203K +$18.6K +63 +9%
ACG
2360
Allen Capital Group
Nebraska
$203K +$223K +753 New
UWS
2361
Unique Wealth Strategies
Illinois
$202K +$222K +752 New
WI
2362
Wedgewood Investors
Pennsylvania
$202K – – –
CB
2363
Chris Bulman
California
$202K -$20.1K -68 -8%
LIA
2364
LBMC Investment Advisors
Tennessee
$202K – – –
NBWM
2365
North Berkeley Wealth Management
California
$202K – – –
PDL
2366
Portfolio Design Labs
California
$202K +$1.77K +6 +0.8%
MWM
2367
Maridea Wealth Management
New York
$202K -$320K -1,082 -59%
CWA
2368
Canvas Wealth Advisors
Kansas
$201K +$26.9K +91 +13%
SA
2369
Shilanski & Associates
Alaska
$201K -$591 -2 -0.3%
CPL
2370
CAP Partners LLC
Tennessee
$201K +$1.48K +5 +0.7%
SPF
2371
South Plains Financial
Texas
$199K – – –
SGC
2372
Slocum, Gordon & Co
Rhode Island
$193K – – –
PSFG
2373
Park Square Financial Group
Georgia
$193K -$9.46K -32 -4%
SWIM
2374
Smallwood Wealth Investment Management
New Jersey
$192K – – –
WIM
2375
Westside Investment Management
California
$192K – – –
93 94
95
96 97