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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
2401
Meridian Investment Counsel
California
$316K – – –
PWC
2402
Pathfinder Wealth Consulting
North Carolina
$315K +$305K +852 New
RWM
2403
RKL Wealth Management
Pennsylvania
$315K +$7.16K +20 +2%
ABLA
2404
Alan B. Lancz & Associates
Ohio
$314K – – –
GB
2405
Goepper Burkhardt
South Carolina
$314K – – –
ASG
2406
Ariston Services Group
California
$314K – – –
TFM
2407
TFC Financial Management
Massachusetts
$314K -$5.73K -16 -2%
AW
2408
Apricus Wealth
South Carolina
$313K – – –
JFGIW
2409
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$313K +$55.8K +156 +23%
BWS
2410
Broadway Wealth Solutions
Texas
$313K -$716 -2 -0.2%
GHA
2411
Granite Harbor Advisors
Texas
$312K -$10.4K -29 -3%
HCM
2412
Hengehold Capital Management
Ohio
$312K – – –
EBA
2413
Eagle Bay Advisors
New York
$312K -$9.3K -26 -3%
OBWG
2414
Onyx Bridge Wealth Group
New York
$310K -$9.3K -26 -3%
VDC
2415
Van Diest Capital
Iowa
$310K +$300K +838 New
FC
2416
Financial Council
Maryland
$310K -$6.08K -17 -2%
FH
2417
FWG Holdings
Florida
$310K -$8.59K -24 -3%
KLCM
2418
KG&L Capital Management
Louisiana
$308K -$164K -458 -35%
DWM
2419
Daner Wealth Management
Georgia
$308K +$22.2K +62 +8%
GCP
2420
GSA Capital Partners
United Kingdom
$308K -$582K -1,627 -66%
DF
2421
DecisionPoint Financial
Arizona
$308K +$358 +1 +0.1%
PMFA
2422
Plante Moran Financial Advisors
Michigan
$307K -$12.5K -35 -4%
WAM
2423
Weatherly Asset Management
California
$307K +$1.07K +3 +0.4%
KIM
2424
Kestra Investment Management
Texas
$306K -$1.68M -4,700 -85%
BWP
2425
BlueStem Wealth Partners
Minnesota
$306K +$12.5K +35 +4%
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97
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