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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
2451
Congress Park Capital
New York
$207K +$182K +648 New
IAS
2452
IMA Advisory Services
Colorado
$207K +$1.13K +4 +0.6%
AGC
2453
Aspen Grove Capital
Colorado
$207K +$182K +648 New
FWM
2454
FMB Wealth Management
California
$206K +$182K +646 New
CCAL
2455
City Center Advisors LLC
Michigan
$206K +$182K +645 New
LWM
2456
Lionshead Wealth Management
New York
$206K +$182K +645 New
FA
2457
Fiducient Advisors
Illinois
$205K +$181K +643 New
CA
2458
Claris Advisors
Missouri
$205K -$444K -1,577 -71%
GHA
2459
GW Henssler & Associates
Georgia
$205K +$181K +642 New
SW
2460
SMART Wealth
Nebraska
$204K -$953K -3,385 -84%
LB
2461
Legacy Bridge
Iowa
$204K – – –
TFIPS
2462
Towarzystwo Funduszy Inwestycyjnych PZU SA
$204K – – –
CWP
2463
Curated Wealth Partners
California
$204K +$180K +640 New
TCMP
2464
Thrive Capital Management (Pennsylvania)
Pennsylvania
$204K +$180K +640 New
CCM
2465
Chickasaw Capital Management
Tennessee
$204K +$180K +640 New
FF
2466
Foronjy Financial
California
$204K +$180K +639 New
IHWM
2467
Iron Horse Wealth Management
Iowa
$204K +$563 +2 +0.3%
1IA
2468
1620 Investment Advisors
Massachusetts
$204K -$281 -1 -0.2%
W
2469
WealthCollab
Washington
$204K – – –
BGAI
2470
Bruce G. Allen Investments
Colorado
$203K +$16.3K +58 +10%
BMD
2471
Better Money Decisions
New Mexico
$203K +$179K +637 New
MCCA
2472
Mill Creek Capital Advisors
Pennsylvania
$203K +$179K +637 New
VP
2473
Verum Partners
North Carolina
$203K +$179K +636 New
BWM
2474
BCS Wealth Management
Tennessee
$203K +$179K +636 New
CGFA
2475
Colton Groome Financial Advisors
North Carolina
$203K +$179K +636 New
97 98
99
100 101