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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PVAMC
2401
PPS&V Asset Management Consultants
Michigan
$223K +$196K +698 New
TF
2402
Trek Financial
Arizona
$223K +$196K +698 New
OBGC
2403
O'Brien Greene & Co
Pennsylvania
$222K +$196K +695 New
AW
2404
Avion Wealth
Texas
$221K -$38.6K -137 -17%
EFL
2405
ERn Financial LLC
Wisconsin
$221K -$790K -2,806 -80%
LI
2406
LRI Investments
Florida
$220K -$20.5K -73 -10%
FCM
2407
Fourpath Capital Management
Oklahoma
$219K +$194K +688 New
GCA
2408
Gradient Capital Advisors
California
$219K +$194K +688 New
FMTCOCP
2409
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$219K – – –
OBWG
2410
Onyx Bridge Wealth Group
New York
$219K -$57.7K -205 -23%
RFN
2411
Redwood Financial Network
Ohio
$218K +$192K +683 New
PWMG
2412
Prestige Wealth Management Group
New Jersey
$218K – – –
RWA
2413
Rooted Wealth Advisors
Illinois
$217K +$191K +680 New
ST
2414
Somerset Trust
Pennsylvania
$217K +$192K +681 New
SPP
2415
Single Point Partners
Massachusetts
$217K +$192K +682 New
SI
2416
Seeds Investor
New York
$217K +$191K +680 New
TBWA
2417
Three Bridge Wealth Advisors
California
$216K +$190K +676 New
SFA
2418
Semmax Financial Advisors
North Carolina
$215K +$563 +2 +0.3%
EWM
2419
Elmwood Wealth Management
California
$215K +$190K +675 New
BWL
2420
Bogart Wealth LLC
Virginia
$215K -$3.66K -13 -2%
CPA
2421
Capital Performance Advisors
California
$214K -$214K -759 -53%
PGA
2422
Portland Global Advisors
Maine
$214K +$189K +671 New
VAF
2423
Values Added Financial
District of Columbia
$214K +$189K +671 New
KIG
2424
Kennedy Investment Group
New Jersey
$214K +$189K +670 New
MCA
2425
Magnolia Capital Advisors
Mississippi
$213K +$188K +668 New
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97
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