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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2601
American Trust
Kentucky
$204K +$226K +675 New
CGFA
2602
Colton Groome Financial Advisors
North Carolina
$204K -$3.69K -11 -2%
FFC
2603
First Financial Corp
Indiana
$203K -$23.1K -69 -9%
BWP
2604
Baldwin Wealth Partners
Massachusetts
$203K +$225K +672 New
CWG
2605
Crown Wealth Group
North Carolina
$202K +$11.1K +33 +5%
NWWA
2606
New Wave Wealth Advisors
Arkansas
$202K +$224K +668 New
GHA
2607
GW Henssler & Associates
Georgia
$202K +$3.35K +10 +2%
TCM
2608
Traynor Capital Management
Pennsylvania
$201K +$1.34K +4 +0.6%
WCMN
2609
Westchester Capital Management (Nebraska)
Nebraska
$200K – – –
CS
2610
Clear Street
New York
$199K +$221K +659 New
BWL
2611
Bogart Wealth LLC
Virginia
$199K -$3.02K -9 -1%
FSCM
2612
Front Street Capital Management
Montana
$197K – – –
LB
2613
Legacy Bridge
Iowa
$194K -$18.4K -55 -8%
W
2614
WealthCollab
Washington
$193K – – –
WPWM
2615
Western Pacific Wealth Management
Illinois
$192K – – –
MR
2616
Munich Reinsurance
$191K -$43.6K -130 -17%
TFIPS
2617
Towarzystwo Funduszy Inwestycyjnych PZU SA
$188K -$6.71K -20 -3%
ACM
2618
Anfield Capital Management
California
$186K +$198K +592 +2,574%
SFG
2619
Strive Financial Group
Indiana
$183K -$101K -300 -33%
KTC
2620
Kentucky Trust Company
Kentucky
$183K – – –
RIAS
2621
Rachor Investment Advisory Services
Michigan
$183K +$335 +1 +0.2%
1IA
2622
1620 Investment Advisors
Massachusetts
$181K -$2.68K -8 -1%
MS
2623
Monetary Solutions
Ohio
$181K – – –
AFG
2624
Albion Financial Group
Utah
$178K +$161K +481 +445%
AA
2625
Addison Advisors
Vermont
$176K +$8.05K +24 +4%
103 104
105
106 107