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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2401
Brio Consultants
California
$318K +$50.8K +142 +20%
PSCM
2402
Per Stirling Capital Management
Texas
$318K +$26.8K +75 +10%
KA
2403
KLCM Advisors
Wisconsin
$317K -$179K -500 -37%
MIC
2404
Meridian Investment Counsel
California
$316K – – –
PWC
2405
Pathfinder Wealth Consulting
North Carolina
$315K +$305K +852 New
RWM
2406
RKL Wealth Management
Pennsylvania
$315K +$7.16K +20 +2%
ABLA
2407
Alan B. Lancz & Associates
Ohio
$314K – – –
GB
2408
Goepper Burkhardt
South Carolina
$314K – – –
ASG
2409
Ariston Services Group
California
$314K – – –
TFM
2410
TFC Financial Management
Massachusetts
$314K -$5.73K -16 -2%
AW
2411
Apricus Wealth
South Carolina
$313K – – –
JFGIW
2412
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$313K +$55.8K +156 +23%
BWS
2413
Broadway Wealth Solutions
Texas
$313K -$716 -2 -0.2%
GHA
2414
Granite Harbor Advisors
Texas
$312K -$10.4K -29 -3%
HCM
2415
Hengehold Capital Management
Ohio
$312K – – –
EBA
2416
Eagle Bay Advisors
New York
$312K -$9.3K -26 -3%
OBWG
2417
Onyx Bridge Wealth Group
New York
$310K -$9.3K -26 -3%
VDC
2418
Van Diest Capital
Iowa
$310K +$300K +838 New
FC
2419
Financial Council
Maryland
$310K -$6.08K -17 -2%
FH
2420
FWG Holdings
Florida
$310K -$8.59K -24 -3%
KLCM
2421
KG&L Capital Management
Louisiana
$308K -$164K -458 -35%
DWM
2422
Daner Wealth Management
Georgia
$308K +$22.2K +62 +8%
GCP
2423
GSA Capital Partners
United Kingdom
$308K -$582K -1,627 -66%
DF
2424
DecisionPoint Financial
Arizona
$308K +$358 +1 +0.1%
PMFA
2425
Plante Moran Financial Advisors
Michigan
$307K -$12.5K -35 -4%
95 96
97
98 99