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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
901
Hartline Investment Corp
Illinois
$1.36M +$1.36M +9,181 New
FB
902
Fulton Bank
Pennsylvania
$1.35M -$11.6K -78 -0.8%
TBNY
903
Trustco Bank (New York)
New York
$1.35M – – –
TFA
904
Teamwork Financial Advisors
Texas
$1.34M -$3.46M -23,355 -72%
SFA
905
Sequoia Financial Advisors
Ohio
$1.34M +$528K +3,565 +65%
CWMU
906
Caliber Wealth Management (Utah)
Utah
$1.34M -$244K -1,649 -15%
SIA
907
Strategic Investment Advisors
Michigan
$1.34M +$73K +493 +6%
TC
908
TAGStone Capital
North Carolina
$1.34M +$4.45K +30 +0.3%
CPSC
909
Carl P. Sherr & Co
Massachusetts
$1.33M -$19.6K -132 -1%
EF
910
Empowered Funds
Pennsylvania
$1.33M +$188K +1,269 +16%
VAG
911
VisionPoint Advisory Group
Texas
$1.32M +$1.08M +7,284 New
MIA
912
MainStreet Investment Advisors
Illinois
$1.32M -$97.3K -657 -7%
MWM
913
Mission Wealth Management
California
$1.31M +$85.5K +577 +7%
AAS
914
Ameritas Advisory Services
Nebraska
$1.31M +$258K +1,738 +24%
TFS
915
TrustCore Financial Services
Tennessee
$1.31M +$148 +1 +0%
WTA
916
Washington Trust Advisors
Massachusetts
$1.31M -$167K -1,129 -11%
TFCM
917
Taylor Frigon Capital Management
Arizona
$1.3M -$35.7K -241 -3%
GG
918
Greenwood Gearhart
Arkansas
$1.29M -$2.96K -20 -0.2%
GWMIA
919
Global Wealth Management Investment Advisory
Florida
$1.29M +$46.4K +313 +4%
CFFP
920
Center for Financial Planning
Michigan
$1.29M – – –
AA
921
Argent Advisors
Louisiana
$1.29M -$152K -1,028 -11%
AG
922
Ascent Group
Virginia
$1.29M +$19K +128 +1%
LTI
923
Laffer Tengler Investments
Tennessee
$1.28M -$77.9K -526 -6%
NAM
924
NTV Asset Management
West Virginia
$1.28M – – –
QI
925
Qtron Investments
Massachusetts
$1.28M – – –
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