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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PRP
2376
Peak Retirement Planning
Ohio
$327K +$42.2K +118 +15%
WFMPM
2377
Woodley Farra Manion Portfolio Management
Indiana
$327K +$24.7K +69 +8%
PG
2378
Prostatis Group
Maryland
$326K -$144K -402 -31%
ACM
2379
Avalon Capital Management
California
$326K -$376K -1,052 -54%
IAS
2380
Integrity Advisory Solutions
Texas
$326K -$59.8K -167 -16%
GAB
2381
German American Bancorp
Indiana
$326K – – –
IBOK
2382
Independence Bank of Kentucky
Kentucky
$324K -$8.59K -24 -3%
GWM
2383
GSB Wealth Management
Connecticut
$324K -$358 -1 -0.1%
TC
2384
Tannin Capital
North Carolina
$324K +$313K +875 New
TCWM
2385
Total Clarity Wealth Management
Illinois
$323K +$10.4K +29 +3%
CWAG
2386
Compton Wealth Advisory Group
Virginia
$323K – – –
KWM
2387
Kingsman Wealth Management
Florida
$323K -$17.5K -49 -5%
FHC
2388
First Heartland Consultants
Missouri
$323K +$1.07K +3 +0.3%
FNWM
2389
Financial Network Wealth Management
Utah
$322K – – –
LK
2390
Lumbard & Kellner
New Hampshire
$322K – – –
XPN
2391
XY Planning Network
Montana
$321K +$311K +869 New
DP
2392
Dearborn Partners
Illinois
$321K -$274K -766 -47%
DC
2393
DeDora Capital
California
$321K – – –
BG
2394
Bollard Group
Massachusetts
$320K +$309K +864 New
SCM
2395
Saxony Capital Management
Missouri
$319K +$21.5K +60 +7%
SW
2396
SMART Wealth
Nebraska
$318K +$28.6K +80 +10%
CPWA
2397
Cerro Pacific Wealth Advisors
California
$318K +$2.15K +6 +0.7%
BC
2398
Brio Consultants
California
$318K +$50.8K +142 +20%
PSCM
2399
Per Stirling Capital Management
Texas
$318K +$26.8K +75 +10%
KA
2400
KLCM Advisors
Wisconsin
$317K -$179K -500 -37%
94 95
96
97 98