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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1101
Weil Company
California
$832K – – –
BC
1102
Burney Company
Virginia
$826K -$1.1M -6,634 -53%
MHS
1103
M Holdings Securities
Oregon
$823K -$372K -2,255 -28%
SW
1104
SteelPeak Wealth
California
$819K +$370K +2,241 +62%
PPWM
1105
Paragon Private Wealth Management
Kentucky
$814K +$21.6K +131 +2%
SGI
1106
Summit Global Investments
Utah
$813K -$439K -2,655 -31%
LA
1107
LVW Advisors
New York
$813K -$17.7K -107 -2%
KWILP
1108
Kiwi Wealth Investments Limited Partnership
New Zealand
$812K +$968K +5,858 New
SSG
1109
Summit Securities Group
New York
$812K +$786K +4,756 +432%
LWM
1110
Lyell Wealth Management
California
$809K +$11.4K +69 +1%
AF
1111
Advisornet Financial
Minnesota
$802K -$106K -641 -10%
NB
1112
NBT Bank
New York
$802K -$4.13K -25 -0.4%
LWANC
1113
Laurel Wealth Advisors (North Carolina)
North Carolina
$800K – – –
PWP
1114
Principle Wealth Partners
Connecticut
$799K +$74.3K +450 +8%
UAM
1115
UAS Asset Management
New York
$797K +$949K +5,745 New
CS
1116
Cannell & Spears
New York
$790K – – –
FHA
1117
Flagship Harbor Advisors
Massachusetts
$788K -$22.1K -134 -2%
TWI
1118
Thomas White International
Illinois
$787K – – –
BS
1119
Boenning & Scattergood
Pennsylvania
$784K -$3.3K -20 -0.4%
LA
1120
Lifeworks Advisors
Michigan
$781K -$11.9K -72 -1%
CA
1121
Crewe Advisors
Utah
$779K +$36K +218 +4%
BHBT
1122
Burke & Herbert Bank & Trust
Virginia
$776K – – –
BHIA
1123
Birch Hill Investment Advisors
Massachusetts
$774K – – –
CAM
1124
CenterStar Asset Management
Illinois
$771K – – –
SB
1125
Sunflower Bank
Texas
$769K -$40.3K -244 -4%
43 44
45
46 47