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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2351
BlueStem Wealth Partners
Minnesota
$242K +$213K +758 New
TA
2352
TrueWealth Advisors
Alabama
$242K +$213K +758 New
DWM
2353
DecisionMap Wealth Management
Virginia
$241K +$213K +757 New
SW
2354
SkyOak Wealth
Michigan
$241K – – –
PAM
2355
PCG Asset Management
New Jersey
$241K +$212K +755 New
TSWM
2356
Tyler-Stone Wealth Management
Ohio
$240K -$11.3K -40 -5%
WI
2357
Wedgewood Investors
Pennsylvania
$240K – – –
CFAM
2358
Center For Asset Management
Florida
$239K – – –
LIA
2359
LBMC Investment Advisors
Tennessee
$239K – – –
NBWM
2360
North Berkeley Wealth Management
California
$239K – – –
RIS
2361
Retirement Income Solutions
Michigan
$239K +$211K +748 New
VW
2362
Vance Wealth
California
$239K +$211K +748 New
SA
2363
Shilanski & Associates
Alaska
$238K – – –
IWP
2364
Invenio Wealth Partners
Florida
$238K +$210K +747 New
GSWA
2365
Good Steward Wealth Advisors
Tennessee
$237K -$11K -39 -5%
MWA
2366
Motive Wealth Advisors
Michigan
$237K +$209K +743 New
AM
2367
Atwater Malick
Pennsylvania
$237K +$209K +742 New
FFC
2368
First Financial Corp
Indiana
$236K -$9.85K -35 -5%
FCCM
2369
First City Capital Management
Georgia
$236K -$4.79K -17 -2%
WAL
2370
W Advisors LLC
Tennessee
$235K +$207K +737 New
CWA
2371
Consilio Wealth Advisors
Washington
$235K +$208K +740 New
SPFA
2372
Summit Place Financial Advisors
New Jersey
$234K +$206K +732 New
RPCA
2373
Running Point Capital Advisors
California
$233K +$206K +732 New
MMM
2374
Mendel Money Management
Illinois
$233K +$206K +731 New
LJHT
2375
Laurie J. Hall Trustee
$233K +$205K +729 New
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