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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2351
Consilium Wealth Advisory
Texas
$258K – – –
WMN
2352
Wealth Management Nebraska
Nebraska
$258K +$2.54K +8 +1%
IWP
2353
Invenio Wealth Partners
Florida
$258K +$9.22K +29 +4%
DJYG
2354
David J. Yvars Group
Florida
$257K -$157K -495 -39%
SFM
2355
Signet Financial Management
New Jersey
$257K +$1.59K +5 +0.6%
BC
2356
Burney Company
Virginia
$257K -$251K -790 -51%
CM
2357
Capula Management
Cayman Islands
$257K +$246K +774 New
DFP
2358
Defined Financial Planning
California
$257K -$40.7K -128 -14%
FNB
2359
Farmers National Bank
Kentucky
$256K -$4.13K -13 -2%
LOPW
2360
Live Oak Private Wealth
North Carolina
$256K -$954 -3 -0.4%
SFP
2361
Sandbox Financial Partners
Maryland
$256K -$7.63K -24 -3%
FA
2362
Fiducient Advisors
Illinois
$255K +$40.1K +126 +20%
MWM
2363
Manske Wealth Management
Texas
$255K – – –
WAS
2364
Wealth Advisory Solutions
Indiana
$255K – – –
PRP
2365
Peak Retirement Planning
Ohio
$255K +$13.4K +42 +6%
RB
2366
Renasant Bank
Mississippi
$254K -$35K -110 -13%
ACP
2367
Argyle Capital Partners
California
$254K +$243K +765 New
DWM
2368
DecisionMap Wealth Management
Virginia
$254K +$2.54K +8 +1%
GSWM
2369
Greenup Street Wealth Management
Michigan
$252K +$241K +759 New
FVWA
2370
Foster Victor Wealth Advisors
South Carolina
$252K +$242K +762 New
AM
2371
Atwater Malick
Pennsylvania
$251K +$4.45K +14 +2%
PAM
2372
PCG Asset Management
New Jersey
$251K – – –
SW
2373
SkyOak Wealth
Michigan
$251K – – –
CWA
2374
Consilio Wealth Advisors
Washington
$251K +$4.77K +15 +2%
SGFG
2375
Silver Grove Financial Group
New York
$251K +$240K +755 New
93 94
95
96 97