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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2976
WestEnd Advisors
North Carolina
$6.43K +$320 +1 +6%
NWM
2977
Nova Wealth Management
Florida
$6.43K +$2.24K +7 +58%
RPA
2978
Redwood Park Advisors
California
$5.46K – – –
BW
2979
Bravera Wealth
North Dakota
$5.41K – – –
OAG
2980
Oakmont Advisory Group
New Mexico
$5.26K +$5.12K +16 New
PIS
2981
POM Investment Strategies
North Carolina
$5.09K +$1.28K +4 +36%
BCM
2982
Berbice Capital Management
New York
$4.74K -$368K -1,150 -99%
WA
2983
Whipplewood Advisors
Colorado
$4.74K -$29.5K -92 -87%
TBFA
2984
Three Bearings Fiduciary Advisors
New Hampshire
$4.74K – – –
JSAM
2985
J. Safra Asset Management
New York
$4.74K +$1.28K +4 +40%
HFG
2986
Harborfront Financial Group
Michigan
$4.55K +$4.16K +13 New
BMC
2987
Bear Mountain Capital
Washington
$4.29K – – –
IPS
2988
Investors Portfolio Services
Washington
$4.06K – – –
PS
2989
PayPay Securities
Japan
$3.72K – – –
SFS
2990
Sunrise Financial Services
Washington
$3.72K – – –
MB
2991
MidFirst Bank
Oklahoma
$3.72K -$4.48K -14 -56%
YAL
2992
Your Advocates Ltd
Texas
$3.48K – – –
RWM
2993
RMG Wealth Management
Wisconsin
$3.44K +$3.2K +10 New
TCM
2994
TD Capital Management
Tennessee
$3.4K – – –
SFCL
2995
Strengthening Families & Communities LLC
Massachusetts
$3.38K +$3.2K +10 New
CIAS
2996
CBIZ Investment Advisory Services
Ohio
$3.33K – – –
GWM
2997
Gilpin Wealth Management
Colorado
$3.04K – – –
BIM
2998
Breakwater Investment Management
Washington
$2.71K +$640 +2 +33%
SA
2999
Seneschal Advisors
Washington
$2.37K – – –
BDPWM
3000
Barnes Dennig Private Wealth Management
Ohio
$2.37K +$2.24K +7 New
118 119
120
121 122