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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
1176
Graypoint LLC
New York
$775K +$82.1K +495 +12%
BWM
1177
BigSur Wealth Management
Florida
$775K – – –
SI
1178
Saxon Interests
Texas
$772K +$70.2K +423 +10%
WW
1179
Waterfront Wealth
Kansas
$771K -$48.3K -291 -6%
JSW
1180
Journey Strategic Wealth
New Jersey
$767K +$66.7K +402 +9%
GWM
1181
Geneos Wealth Management
Colorado
$766K -$156K -939 -17%
AF
1182
Advisornet Financial
Minnesota
$764K +$11.8K +71 +2%
FFA
1183
First Foundation Advisors
California
$759K +$6.3K +38 +0.8%
ATPW
1184
Ashton Thomas Private Wealth
Arizona
$759K +$244K +1,473 +47%
SW
1185
SteelPeak Wealth
California
$759K -$24.4K -147 -3%
SL
1186
Sentry LLC
Tennessee
$757K +$762K +4,591 New
PIM
1187
Profit Investment Management
Maryland
$754K -$46.6K -281 -6%
DWM
1188
Dakota Wealth Management
Florida
$750K -$564K -3,397 -43%
BMA
1189
Brooks Moore & Associates
Tennessee
$750K +$30.5K +184 +4%
HGERS
1190
Householder Group Estate & Retirement Specialist
Arizona
$749K +$33.3K +201 +5%
CWP
1191
Capital Wealth Planning
Florida
$746K -$395K -2,382 -34%
LIM
1192
Leavell Investment Management
Alabama
$746K – – –
RCM
1193
RB Capital Management
Nevada
$743K +$23.2K +140 +3%
IP
1194
Ignite Planners
California
$742K +$15.1K +91 +2%
SC
1195
Schulhoff & Co
Ohio
$741K – – –
AFG
1196
Allegheny Financial Group
Pennsylvania
$738K -$4.98K -30 -0.7%
FHA
1197
First Horizon Advisors
Tennessee
$734K +$158K +952 +27%
LA
1198
Legacy Advisors
Pennsylvania
$734K +$3.32K +20 +0.5%
ACM
1199
Advisors Capital Management
New Jersey
$733K -$19.2K -116 -3%
EIM
1200
Ervin Investment Management
Washington
$732K – – –
46 47
48
49 50