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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SGC
2401
Slocum, Gordon & Co
Rhode Island
$238K – – –
BC
2402
Brio Consultants
California
$238K +$26.1K +82 +13%
LWM
2403
LeConte Wealth Management
Tennessee
$238K +$228K +716 New
SWIM
2404
Smallwood Wealth Investment Management
New Jersey
$237K -$954 -3 -0.4%
FC
2405
Fusion Capital
South Carolina
$237K +$318 +1 +0.2%
TF
2406
Trek Financial
Arizona
$236K +$4.45K +14 +2%
HF
2407
Holcombe Financial
Georgia
$236K – – –
T
2408
Tidemark
California
$236K +$1.27K +4 +0.6%
SPF
2409
South Plains Financial
Texas
$235K -$6.36K -20 -3%
RIS
2410
Retirement Income Solutions
Michigan
$234K -$13.7K -43 -6%
SL
2411
Salomon & Ludwin
Virginia
$234K +$69.3K +218 +44%
SI
2412
Seeds Investor
New York
$234K +$7.63K +24 +4%
AFA
2413
American Financial Advisors
Georgia
$234K +$318 +1 +0.1%
MAG
2414
M3 Advisory Group
Massachusetts
$234K +$636 +2 +0.3%
BMCM
2415
Burns Matteson Capital Management
New York
$233K – – –
CCWM
2416
Correct Capital Wealth Management
Missouri
$233K – – –
PCM
2417
Pointe Capital Management
Michigan
$232K – – –
PVAMC
2418
PPS&V Asset Management Consultants
Michigan
$232K +$318 +1 +0.1%
AW
2419
Avion Wealth
Texas
$231K +$1.59K +5 +0.7%
GCA
2420
Gradient Capital Advisors
California
$231K +$2.23K +7 +1%
HA
2421
Hofer & Associates
California
$230K -$90K -283 -29%
VBA
2422
von Borstel & Associates
Oregon
$230K +$199K +626 New
SFS
2423
Stiles Financial Services
Minnesota
$230K -$5.72K -18 -3%
JFGIW
2424
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K +$103K +324 +89%
FMTCOCP
2425
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$229K – – –
95 96
97
98 99