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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2726
Aspect Partners
Virginia
$5.32K +$2.23K +7 +78%
QWM
2727
Quaker Wealth Management
New Jersey
$4.98K – – –
HIA
2728
HFM Investment Advisors
New Jersey
$4.98K – – –
BMC
2729
Bear Mountain Capital
Washington
$4.83K +$1.27K +4 +40%
WW
2730
Winnow Wealth
Texas
$4.33K +$4.13K +13 New
WA
2731
WestEnd Advisors
North Carolina
$4.32K +$318 +1 +8%
PS
2732
PayPay Securities
Japan
$3.96K +$636 +2 +20%
DI
2733
DAGCO Inc
Ohio
$3.65K – – –
PA
2734
Pineridge Advisors
Missouri
$3.65K – – –
WAS
2735
Winch Advisory Services
Wisconsin
$3.46K – – –
YAL
2736
Your Advocates Ltd
Texas
$3.39K -$3.18K -10 -50%
PCM
2737
Perritt Capital Management
Illinois
$3.32K – – –
HC
2738
Hurley Capital
New York
$2.66K -$15.6K -49 -86%
SA
2739
Seneschal Advisors
Washington
$2.33K +$2.23K +7 New
CWM
2740
Copia Wealth Management
Oregon
$2.33K – – –
PIS
2741
POM Investment Strategies
North Carolina
$1.99K +$1.91K +6 New
DWA
2742
Delos Wealth Advisors
Texas
$1.66K -$8.27K -26 -84%
HC
2743
Hara Capital
Washington
$1.66K – – –
BGWM
2744
Bridge Generations Wealth Management
Florida
$1.33K – – –
EFMH
2745
E Fund Management (HK)
Hong Kong
$1.33K +$1.27K +4 New
SFCL
2746
Strengthening Families & Communities LLC
Massachusetts
$999 +$954 +3 New
BIM
2747
Breakwater Investment Management
Washington
$997 +$954 +3 New
NMG
2748
New Millennium Group
Utah
$664 +$636 +2 New
TPBG
2749
Turning Point Benefit Group
Maryland
$657 +$636 +2 New
CWP
2750
Clark Wealth Partners
Illinois
$370 +$318 +1 New
108 109
110
111 112