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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
2401
DeDora Capital
California
$265K +$2.68K +8 +0.9%
MGWM
2402
Marks Group Wealth Management
Minnesota
$265K +$50.6K +151 +21%
TC
2403
Tannin Capital
North Carolina
$265K – – –
KWM
2404
Kingsman Wealth Management
Florida
$264K +$671 +2 +0.2%
CB
2405
CNB Bank
Pennsylvania
$264K -$8.05K -24 -3%
FWP
2406
Falcon Wealth Planning
California
$264K +$292K +872 New
CWAG
2407
Compton Wealth Advisory Group
Virginia
$263K – – –
LK
2408
Lumbard & Kellner
New Hampshire
$263K – – –
FNWM
2409
Financial Network Wealth Management
Utah
$263K -$671 -2 -0.2%
AW
2410
Atlas Wealth
Ohio
$263K -$21.8K -65 -7%
PWP
2411
Ponta Wealth Partners
Florida
$263K +$59.3K +177 +26%
OBWG
2412
Onyx Bridge Wealth Group
New York
$263K +$10.1K +30 +4%
GWM
2413
GSB Wealth Management
Connecticut
$262K -$2.68K -8 -0.9%
BG
2414
Bollard Group
Massachusetts
$262K +$335 +1 +0.1%
PAM
2415
PVG Asset Management
Colorado
$262K -$1.68K -5 -0.6%
WFMPM
2416
Woodley Farra Manion Portfolio Management
Indiana
$262K -$6.04K -18 -2%
GHA
2417
Granite Harbor Advisors
Texas
$262K +$7.04K +21 +2%
BBES
2418
Buffalo Business & Estate Services
New York
$261K -$93.5K -279 -24%
SRL
2419
Scientech Research LLC
New Jersey
$261K +$289K +862 New
BFM
2420
Boothbay Fund Management
New York
$260K +$288K +860 New
PWM
2421
Parkway Wealth Management
Texas
$260K -$525K -1,567 -66%
DP
2422
Dearborn Partners
Illinois
$260K -$3.02K -9 -1%
CCAL
2423
City Center Advisors LLC
Michigan
$259K +$10.7K +32 +4%
GPW
2424
Genesis Private Wealth
Virginia
$258K +$13.1K +39 +5%
FVWA
2425
Foster Victor Wealth Advisors
South Carolina
$258K +$18.8K +56 +8%
95 96
97
98 99