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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
2376
Chris Bulman
California
$327K -$1.79K -5 -0.6%
SG
2377
Strid Group
Pennsylvania
$327K – – –
MSWM
2378
Mowery & Schoenfeld Wealth Management
Illinois
$327K +$2.5K +7 +0.8%
PRP
2379
Peak Retirement Planning
Ohio
$327K +$42.2K +118 +15%
WFMPM
2380
Woodley Farra Manion Portfolio Management
Indiana
$327K +$24.7K +69 +8%
PG
2381
Prostatis Group
Maryland
$326K -$144K -402 -31%
ACM
2382
Avalon Capital Management
California
$326K -$376K -1,052 -54%
IAS
2383
Integrity Advisory Solutions
Texas
$326K -$59.8K -167 -16%
GAB
2384
German American Bancorp
Indiana
$326K – – –
IBOK
2385
Independence Bank of Kentucky
Kentucky
$324K -$8.59K -24 -3%
GWM
2386
GSB Wealth Management
Connecticut
$324K -$358 -1 -0.1%
TC
2387
Tannin Capital
North Carolina
$324K +$313K +875 New
TCWM
2388
Total Clarity Wealth Management
Illinois
$323K +$10.4K +29 +3%
CWAG
2389
Compton Wealth Advisory Group
Virginia
$323K – – –
KWM
2390
Kingsman Wealth Management
Florida
$323K -$17.5K -49 -5%
FHC
2391
First Heartland Consultants
Missouri
$323K +$1.07K +3 +0.3%
FNWM
2392
Financial Network Wealth Management
Utah
$322K – – –
LK
2393
Lumbard & Kellner
New Hampshire
$322K – – –
XPN
2394
XY Planning Network
Montana
$321K +$311K +869 New
DP
2395
Dearborn Partners
Illinois
$321K -$274K -766 -47%
DC
2396
DeDora Capital
California
$321K – – –
BG
2397
Bollard Group
Massachusetts
$320K +$309K +864 New
SCM
2398
Saxony Capital Management
Missouri
$319K +$21.5K +60 +7%
SW
2399
SMART Wealth
Nebraska
$318K +$28.6K +80 +10%
CPWA
2400
Cerro Pacific Wealth Advisors
California
$318K +$2.15K +6 +0.7%
94 95
96
97 98