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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
2351
First City Capital Management
Georgia
$204K -$532K -1,800 -70%
SW
2352
SkyOak Wealth
Michigan
$203K – – –
HGWM
2353
Horst & Graben Wealth Management
Oregon
$203K +$9.75K +33 +5%
VC
2354
Veery Capital
Delaware
$203K +$18.6K +63 +9%
ACG
2355
Allen Capital Group
Nebraska
$203K +$223K +753 New
UWS
2356
Unique Wealth Strategies
Illinois
$202K +$222K +752 New
WI
2357
Wedgewood Investors
Pennsylvania
$202K – – –
CB
2358
Chris Bulman
California
$202K -$20.1K -68 -8%
LIA
2359
LBMC Investment Advisors
Tennessee
$202K – – –
NBWM
2360
North Berkeley Wealth Management
California
$202K – – –
PDL
2361
Portfolio Design Labs
California
$202K +$1.77K +6 +0.8%
MWM
2362
Maridea Wealth Management
New York
$202K -$320K -1,082 -59%
CWA
2363
Canvas Wealth Advisors
Kansas
$201K +$26.9K +91 +13%
SA
2364
Shilanski & Associates
Alaska
$201K -$591 -2 -0.3%
CPL
2365
CAP Partners LLC
Tennessee
$201K +$1.48K +5 +0.7%
SPF
2366
South Plains Financial
Texas
$199K – – –
SGC
2367
Slocum, Gordon & Co
Rhode Island
$193K – – –
PSFG
2368
Park Square Financial Group
Georgia
$193K -$9.46K -32 -4%
SWIM
2369
Smallwood Wealth Investment Management
New Jersey
$192K – – –
WIM
2370
Westside Investment Management
California
$192K – – –
WF
2371
Wayfinding Financial
Washington
$189K +$208K +703 New
MTIM
2372
Marathon Trading Investment Management
Pennsylvania
$189K +$207K +701 New
CAIM
2373
Catherine Avery Investment Management
Florida
$188K – – –
FNWM
2374
Financial Network Wealth Management
Utah
$188K -$8.87K -30 -4%
FMTCOCP
2375
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$185K – – –
93 94
95
96 97