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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCA
2401
Running Point Capital Advisors
California
$240K -$2.86K -9 -1%
PEA
2402
Park Edge Advisors
Ohio
$240K -$790K -2,484 -77%
AWAG
2403
ARS Wealth Advisors Group
Florida
$239K – – –
RFN
2404
Redwood Financial Network
Ohio
$239K +$11.8K +37 +5%
PHWM
2405
Pine Harbor Wealth Management
Maryland
$239K +$6.68K +21 +3%
SGC
2406
Slocum, Gordon & Co
Rhode Island
$238K – – –
BC
2407
Brio Consultants
California
$238K +$26.1K +82 +13%
LWM
2408
LeConte Wealth Management
Tennessee
$238K +$228K +716 New
SWIM
2409
Smallwood Wealth Investment Management
New Jersey
$237K -$954 -3 -0.4%
FC
2410
Fusion Capital
South Carolina
$237K +$318 +1 +0.2%
TF
2411
Trek Financial
Arizona
$236K +$4.45K +14 +2%
HF
2412
Holcombe Financial
Georgia
$236K – – –
T
2413
Tidemark
California
$236K +$1.27K +4 +0.6%
SPF
2414
South Plains Financial
Texas
$235K -$6.36K -20 -3%
RIS
2415
Retirement Income Solutions
Michigan
$234K -$13.7K -43 -6%
SL
2416
Salomon & Ludwin
Virginia
$234K +$69.3K +218 +44%
SI
2417
Seeds Investor
New York
$234K +$7.63K +24 +4%
AFA
2418
American Financial Advisors
Georgia
$234K +$318 +1 +0.1%
MAG
2419
M3 Advisory Group
Massachusetts
$234K +$636 +2 +0.3%
BMCM
2420
Burns Matteson Capital Management
New York
$233K – – –
CCWM
2421
Correct Capital Wealth Management
Missouri
$233K – – –
PCM
2422
Pointe Capital Management
Michigan
$232K – – –
PVAMC
2423
PPS&V Asset Management Consultants
Michigan
$232K +$318 +1 +0.1%
AW
2424
Avion Wealth
Texas
$231K +$1.59K +5 +0.7%
GCA
2425
Gradient Capital Advisors
California
$231K +$2.23K +7 +1%
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97
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