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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WFMPM
2401
Woodley Farra Manion Portfolio Management
Indiana
$300K +$6.72K +21 +2%
SW
2402
SMART Wealth
Nebraska
$299K -$52.2K -163 -16%
SG
2403
Strid Group
Pennsylvania
$299K +$320 +1 +0.1%
KA
2404
KLCM Advisors
Wisconsin
$299K – – –
DP
2405
Dearborn Partners
Illinois
$298K +$6.72K +21 +2%
FH
2406
FWG Holdings
Florida
$297K +$9.61K +30 +3%
MSWM
2407
Mowery & Schoenfeld Wealth Management
Illinois
$297K – – –
MGWM
2408
Marks Group Wealth Management
Minnesota
$297K +$640 +2 +0.2%
GWM
2409
GSB Wealth Management
Connecticut
$296K +$1.92K +6 +0.7%
GHA
2410
Granite Harbor Advisors
Texas
$295K +$2.56K +8 +0.9%
WCM
2411
Wedge Capital Management
North Carolina
$295K -$52.2K -163 -16%
SCM
2412
Saxony Capital Management
Missouri
$295K -$14.7K -46 -5%
LK
2413
Lumbard & Kellner
New Hampshire
$294K – – –
FNWM
2414
Financial Network Wealth Management
Utah
$294K – – –
JWM
2415
Jessup Wealth Management
Ohio
$294K +$278K +868 New
RFN
2416
Redwood Financial Network
Ohio
$293K -$21.8K -68 -7%
BG
2417
Bollard Group
Massachusetts
$293K – – –
DF
2418
DecisionPoint Financial
Arizona
$292K +$2.24K +7 +0.8%
HCM
2419
Hengehold Capital Management
Ohio
$290K +$4.48K +14 +2%
TFM
2420
TFC Financial Management
Massachusetts
$289K +$2.24K +7 +0.8%
FA
2421
FDx Advisors
Illinois
$289K -$9.93K -31 -3%
SDWMA
2422
Schneider Downs Wealth Management Advisors
Pennsylvania
$289K +$961 +3 +0.4%
PFA
2423
Perryman Financial Advisory
Texas
$288K -$25.3K -79 -8%
HFS
2424
Hopwood Financial Services
Virginia
$288K – – –
LWA
2425
Lineweaver Wealth Advisors
Ohio
$288K +$31.7K +99 +13%
95 96
97
98 99