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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
2451
Fogel Capital Management
Florida
$220K +$9.54K +30 +5%
RW
2452
RVW Wealth
California
$219K – – –
WCMN
2453
Westchester Capital Management (Nebraska)
Nebraska
$219K – – –
GHA
2454
GW Henssler & Associates
Georgia
$219K +$5.72K +18 +3%
SAW
2455
Signal Advisors Wealth
Michigan
$219K -$55.7K -175 -21%
SPWG
2456
Syntegra Private Wealth Group
Missouri
$219K +$210K +659 New
MFWP
2457
Mosaic Family Wealth Partners
Missouri
$218K +$636 +2 +0.3%
HKAM
2458
Horizon Kinetics Asset Management
New York
$218K – – –
SPP
2459
Single Point Partners
Massachusetts
$217K -$8.91K -28 -4%
EIA
2460
Eldridge Investment Advisors
New Hampshire
$217K – – –
BAS
2461
Breakthru Advisory Services
Wisconsin
$217K +$207K +652 New
FFO
2462
Fortitude Family Office
Arizona
$216K – – –
TCM
2463
Traynor Capital Management
Pennsylvania
$216K -$88.1K -277 -30%
FSCM
2464
Front Street Capital Management
Montana
$216K – – –
PWM
2465
PMG Wealth Management
Illinois
$216K – – –
CA
2466
Carson Advisory
Georgia
$216K – – –
SIA
2467
Stegner Investment Associates
Kentucky
$216K – – –
KWA
2468
Kondo Wealth Advisors
California
$216K +$2.86K +9 +1%
SAM
2469
Simplify Asset Management
Nevada
$216K +$207K +650 New
PW
2470
Potentia Wealth
California
$216K +$318 +1 +0.2%
SQA
2471
Simon Quick Advisors
New Jersey
$216K +$206K +649 New
CPC
2472
Congress Park Capital
New York
$215K – – –
AIS
2473
AM Investment Strategies
Tennessee
$215K -$3.82K -12 -2%
FWM
2474
FMB Wealth Management
California
$215K – – –
SHFP
2475
Second Half Financial Partners
Florida
$215K -$127K -400 -38%
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