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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
2451
Syntegra Private Wealth Group
Missouri
$219K +$210K +659 New
MFWP
2452
Mosaic Family Wealth Partners
Missouri
$218K +$636 +2 +0.3%
HKAM
2453
Horizon Kinetics Asset Management
New York
$218K – – –
SPP
2454
Single Point Partners
Massachusetts
$217K -$8.91K -28 -4%
EIA
2455
Eldridge Investment Advisors
New Hampshire
$217K – – –
BAS
2456
Breakthru Advisory Services
Wisconsin
$217K +$207K +652 New
FFO
2457
Fortitude Family Office
Arizona
$216K – – –
TCM
2458
Traynor Capital Management
Pennsylvania
$216K -$88.1K -277 -30%
FSCM
2459
Front Street Capital Management
Montana
$216K – – –
PWM
2460
PMG Wealth Management
Illinois
$216K – – –
CA
2461
Carson Advisory
Georgia
$216K – – –
SIA
2462
Stegner Investment Associates
Kentucky
$216K – – –
KWA
2463
Kondo Wealth Advisors
California
$216K +$2.86K +9 +1%
SAM
2464
Simplify Asset Management
Nevada
$216K +$207K +650 New
PW
2465
Potentia Wealth
California
$216K +$318 +1 +0.2%
SQA
2466
Simon Quick Advisors
New Jersey
$216K +$206K +649 New
CPC
2467
Congress Park Capital
New York
$215K – – –
AIS
2468
AM Investment Strategies
Tennessee
$215K -$3.82K -12 -2%
FWM
2469
FMB Wealth Management
California
$215K – – –
SHFP
2470
Second Half Financial Partners
Florida
$215K -$127K -400 -38%
LWM
2471
Lionshead Wealth Management
New York
$214K – – –
DCM
2472
Donaldson Capital Management
Indiana
$214K -$5.41K -17 -3%
CCM
2473
Chickasaw Capital Management
Tennessee
$213K – – –
WCM
2474
Warburton Capital Management
Oklahoma
$213K +$207K +651 New
LB
2475
Legacy Bridge
Iowa
$213K – – –
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