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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
3001
IFS Advisors
Kansas
$7.4K – – –
CMA
3002
Cedar Mountain Advisors
Oregon
$7.03K +$716 +2 +12%
RPA
3003
Redwood Park Advisors
California
$6.68K – – –
DCM
3004
Davis Capital Management
Florida
$6.66K – – –
WA
3005
WestEnd Advisors
North Carolina
$6.66K +$1.79K +5 +38%
CFP
3006
Comprehensive Financial Planning
Pennsylvania
$6.29K +$5.73K +16 +1,600%
TAM
3007
Tucker Asset Management
Colorado
$6.29K +$6.08K +17 New
QWM
3008
Quaker Wealth Management
New Jersey
$5.92K +$358 +1 +7%
MB
3009
MidFirst Bank
Oklahoma
$5.92K +$108K +301 New
TBFA
3010
Three Bearings Fiduciary Advisors
New Hampshire
$4.94K +$5.01K +14 New
HIA
3011
HFM Investment Advisors
New Jersey
$4.81K -$716 -2 -13%
PS
3012
PayPay Securities
Japan
$4.81K +$358 +1 +8%
DI
3013
DAGCO Inc
Ohio
$4.07K – – –
SFS
3014
Sunrise Financial Services
Washington
$4.07K +$3.94K +11 New
BMC
3015
Bear Mountain Capital
Washington
$3.97K -$1.07K -3 -21%
WAS
3016
Winch Advisory Services
Wisconsin
$3.86K – – –
YAL
3017
Your Advocates Ltd
Texas
$3.79K – – –
TCM
3018
TD Capital Management
Tennessee
$3.71K +$3.58K +10 New
JSAM
3019
J. Safra Asset Management
New York
$3.7K +$3.58K +10 New
GWM
3020
Gilpin Wealth Management
Colorado
$3.33K +$3.22K +9 New
IPS
3021
Investors Portfolio Services
Washington
$2.96K +$2.86K +8 New
RWS
3022
Retirement Wealth Solutions
Wisconsin
$2.96K +$2.86K +8 New
CWM
3023
Copia Wealth Management
Oregon
$2.59K – – –
SA
3024
Seneschal Advisors
Washington
$2.59K – – –
LA
3025
LM Advisors
California
$2.07K -$466K -1,301 -63%
119 120
121
122 123