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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
2401
Iron Horse Wealth Management
Iowa
$198K -$6.32K -22 -3%
WCMN
2402
Westchester Capital Management (Nebraska)
Nebraska
$196K +$28.7K +100 +18%
BWL
2403
Bogart Wealth LLC
Virginia
$195K +$6.03K +21 +3%
LB
2404
Legacy Bridge
Iowa
$190K – – –
1IA
2405
1620 Investment Advisors
Massachusetts
$190K +$2.87K +10 +2%
W
2406
WealthCollab
Washington
$189K – – –
WPWM
2407
Western Pacific Wealth Management
Illinois
$188K – – –
AT
2408
Avalon Trust
New Mexico
$188K +$11.2K +39 +7%
KWAG
2409
Kiely Wealth Advisory Group
North Carolina
$186K – – –
FMP
2410
Financial Management Professionals
Texas
$186K -$12.1K -42 -6%
SC
2411
Stance Capital
Massachusetts
$185K +$180K +625 New
BGAI
2412
Bruce G. Allen Investments
Colorado
$185K -$2.59K -9 -1%
MWM
2413
Mascoma Wealth Management
New Hampshire
$184K -$11.2K -39 -6%
TCA
2414
Trifecta Capital Advisors
Illinois
$183K – – –
KBFS
2415
Kohmann Bosshard Financial Services
Ohio
$182K +$176K +613 New
AGWCA
2416
Annis Gardner Whiting Capital Advisors
Florida
$182K +$32.5K +113 +23%
FCT
2417
First Community Trust
Iowa
$181K -$21.5K -75 -11%
T
2418
Tidemark
California
$177K +$21.3K +74 +14%
RS
2419
Rakuten Securities
Japan
$176K +$2.3K +8 +1%
MCI
2420
MRP Capital Investments
Georgia
$173K – – –
CWM
2421
Centricity Wealth Management
Ohio
$172K +$167K +581 New
AA
2422
Addison Advisors
Vermont
$169K -$14.9K -52 -8%
FPF
2423
First Pacific Financial
Washington
$169K +$287 +1 +0.2%
WBWA
2424
William B. Walkup & Associates
South Carolina
$168K – – –
SNB
2425
Security National Bank
Nebraska
$166K – – –
95 96
97
98 99