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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
2351
Innovative Advisory Group
Massachusetts
$259K +$636 +2 +0.3%
SW
2352
SMART Wealth
Nebraska
$259K +$44.5K +140 +22%
LF
2353
Lantz Financial
Illinois
$259K +$1.27K +4 +0.5%
OAM
2354
Occidental Asset Management
California
$259K +$248K +780 New
FNC
2355
First National Corp
Massachusetts
$259K -$172K -541 -41%
CWA
2356
Consilium Wealth Advisory
Texas
$258K – – –
WMN
2357
Wealth Management Nebraska
Nebraska
$258K +$2.54K +8 +1%
IWP
2358
Invenio Wealth Partners
Florida
$258K +$9.22K +29 +4%
DJYG
2359
David J. Yvars Group
Florida
$257K -$157K -495 -39%
SFM
2360
Signet Financial Management
New Jersey
$257K +$1.59K +5 +0.6%
BC
2361
Burney Company
Virginia
$257K -$251K -790 -51%
CM
2362
Capula Management
Cayman Islands
$257K +$246K +774 New
DFP
2363
Defined Financial Planning
California
$257K -$40.7K -128 -14%
FNB
2364
Farmers National Bank
Kentucky
$256K -$4.13K -13 -2%
LOPW
2365
Live Oak Private Wealth
North Carolina
$256K -$954 -3 -0.4%
SFP
2366
Sandbox Financial Partners
Maryland
$256K -$7.63K -24 -3%
FA
2367
Fiducient Advisors
Illinois
$255K +$40.1K +126 +20%
MWM
2368
Manske Wealth Management
Texas
$255K – – –
WAS
2369
Wealth Advisory Solutions
Indiana
$255K – – –
PRP
2370
Peak Retirement Planning
Ohio
$255K +$13.4K +42 +6%
RB
2371
Renasant Bank
Mississippi
$254K -$35K -110 -13%
ACP
2372
Argyle Capital Partners
California
$254K +$243K +765 New
DWM
2373
DecisionMap Wealth Management
Virginia
$254K +$2.54K +8 +1%
GSWM
2374
Greenup Street Wealth Management
Michigan
$252K +$241K +759 New
FVWA
2375
Foster Victor Wealth Advisors
South Carolina
$252K +$242K +762 New
93 94
95
96 97