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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2926
Align Financial
Minnesota
$20.3K – – –
MNA
2927
Manning & Napier Advisors
New York
$19.8K +$5.44K +17 +41%
RL
2928
Rogco LP
Oklahoma
$18.9K – – –
PIP
2929
Philadelphia Investment Partners
New Jersey
$18.3K -$6.4K -20 -27%
EP
2930
Essential Partners
California
$18.3K – – –
1L
2931
10Elms LLP
Oklahoma
$17.9K +$17K +53 New
EWP
2932
Elevation Wealth Partners
California
$17.6K +$3.52K +11 +27%
ATC
2933
Advantage Trust Company
Kansas
$17.3K +$16.3K +51 New
ETS
2934
ESL Trust Services
New York
$16.9K – – –
GCM
2935
Gunpowder Capital Management
Maryland
$16.9K – – –
BC
2936
Burnham & Co
Michigan
$16.9K +$16K +50 New
DPW
2937
DiNuzzo Private Wealth
Pennsylvania
$16.2K -$320 -1 -2%
SHIM
2938
Stone House Investment Management
Pennsylvania
$15K +$320 +1 +2%
TAP
2939
Tounjian Advisory Partners
Florida
$15K +$14.1K +44 New
CWA
2940
Carolina Wealth Advisors
South Carolina
$14.9K – – –
HCM
2941
Horrell Capital Management
Arkansas
$14.9K – – –
PWA
2942
Principia Wealth Advisory
Texas
$13.2K +$5.76K +18 +86%
TM
2943
Torren Management
California
$12.9K – – –
CWP
2944
Concord Wealth Partners
Virginia
$12.9K +$12.2K +38 New
BFPW
2945
BOK Financial Private Wealth
Colorado
$12.5K +$11.8K +37 New
MIM
2946
Marshall Investment Management
Colorado
$12.5K +$11.8K +37 New
GFA
2947
Godfrey Financial Associates
New York
$12.5K -$6.72K -21 -36%
CC
2948
Corsicana & Co
Texas
$12.2K +$4.8K +15 +71%
IW
2949
Imprint Wealth
South Carolina
$11.8K – – –
PSFG
2950
Park Square Financial Group
Georgia
$11.5K -$6.4K -20 -37%
116 117
118
119 120