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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WH
2376
Willner & Heller
California
$232K -$185K -656 -47%
SPF
2377
South Plains Financial
Texas
$232K -$2.81K -10 -1%
PCM
2378
Parsons Capital Management
Rhode Island
$232K -$28.1K -100 -12%
AWP
2379
Ascent Wealth Partners
New York
$232K +$204K +726 New
CCM
2380
Canal Capital Management
Virginia
$231K +$204K +725 New
AWP
2381
Abacus Wealth Partners
California
$231K +$204K +725 New
PRP
2382
Peak Retirement Planning
Ohio
$231K +$204K +724 New
NWWA
2383
New Wave Wealth Advisors
Arkansas
$230K +$203K +722 New
AWAG
2384
ARS Wealth Advisors Group
Florida
$230K +$203K +721 New
Q
2385
QVR
California
$230K +$203K +721 New
PSFG
2386
Park Square Financial Group
Georgia
$229K +$281 +1 +0.1%
SGC
2387
Slocum, Gordon & Co
Rhode Island
$229K – – –
SWIM
2388
Smallwood Wealth Investment Management
New Jersey
$229K +$844 +3 +0.4%
HF
2389
Holcombe Financial
Georgia
$227K +$200K +712 New
SFS
2390
Stiles Financial Services
Minnesota
$227K -$27.6K -98 -12%
RL
2391
Retireful LLC
Michigan
$226K +$200K +709 New
T
2392
Tidemark
California
$225K +$22.8K +81 +13%
FFC
2393
Frederick Financial Consultants
Maryland
$225K +$199K +706 New
AFA
2394
American Financial Advisors
Georgia
$224K +$198K +702 New
MAG
2395
M3 Advisory Group
Massachusetts
$224K -$23.4K -83 -11%
CCWM
2396
Correct Capital Wealth Management
Missouri
$223K -$83.3K -296 -30%
CAIM
2397
Catherine Avery Investment Management
Florida
$223K – – –
BMCM
2398
Burns Matteson Capital Management
New York
$223K +$197K +700 New
PHWM
2399
Pine Harbor Wealth Management
Maryland
$223K +$197K +699 New
PCM
2400
Pointe Capital Management
Michigan
$223K +$197K +699 New
94 95
96
97 98