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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
2376
Kellett Wealth Advisors
Ohio
$274K -$63.7K -190 -17%
NBWM
2377
North Berkeley Wealth Management
California
$274K -$48.3K -144 -14%
PFA
2378
Plotkin Financial Advisors
Maryland
$273K +$48.6K +145 +19%
PWM
2379
Peck Wealth Management
New York
$272K -$40.9K -122 -12%
TF
2380
Talbot Financial
Washington
$272K – – –
JCM
2381
Jacobsen Capital Management
Utah
$272K +$38.2K +114 +15%
PSCM
2382
Per Stirling Capital Management
Texas
$272K +$13.1K +39 +5%
OWA
2383
OakTrust Wealth Advisors
Connecticut
$270K -$2.01K -6 -0.7%
FC
2384
Financial Consulate
Maryland
$269K -$671 -2 -0.2%
FH
2385
FWG Holdings
Florida
$269K – – –
PFG
2386
Prosperity Financial Group
California
$269K +$26.8K +80 +10%
WMA
2387
Wealth Management Associates
New Jersey
$268K – – –
FA
2388
FDx Advisors
Illinois
$268K -$3.35K -10 -1%
GPI
2389
General Partner Inc
Pennsylvania
$268K -$16.8K -50 -5%
AWA
2390
Argos Wealth Advisors
California
$268K – – –
SG
2391
Strid Group
Pennsylvania
$268K – – –
KA
2392
KLCM Advisors
Wisconsin
$267K +$8.38K +25 +3%
LSA
2393
L & S Advisors
California
$267K -$5.84M -17,431 -95%
MSWM
2394
Mowery & Schoenfeld Wealth Management
Illinois
$265K -$2.35K -7 -0.8%
DC
2395
DeDora Capital
California
$265K +$2.68K +8 +0.9%
MGWM
2396
Marks Group Wealth Management
Minnesota
$265K +$50.6K +151 +21%
TC
2397
Tannin Capital
North Carolina
$265K – – –
KWM
2398
Kingsman Wealth Management
Florida
$264K +$671 +2 +0.2%
CB
2399
CNB Bank
Pennsylvania
$264K -$8.05K -24 -3%
FWP
2400
Falcon Wealth Planning
California
$264K +$292K +872 New
94 95
96
97 98