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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1201
First Foundation Advisors
California
$582K -$25K -165 -4%
YWP
1202
YorkBridge Wealth Partners
New York
$582K – – –
BAM
1203
Beaumont Asset Management
Texas
$581K -$5.15K -34 -0.8%
LW
1204
Linscomb Wealth
Texas
$581K – – –
XT
1205
XTX Topco
Cayman Islands
$581K +$132K +870 +25%
WA
1206
WBH Advisory
Maryland
$580K +$13.6K +90 +2%
ECM
1207
Estabrook Capital Management
New York
$577K – – –
PA
1208
PFG Advisors
Arizona
$574K -$104K -685 -14%
LA
1209
Legacy Advisors
Pennsylvania
$574K +$9.69K +64 +2%
WSC
1210
Wellington Shields & Co
New York
$569K – – –
HWA
1211
Heritage Wealth Advisors
Virginia
$568K – – –
TPWM
1212
Twelve Points Wealth Management
Massachusetts
$567K – – –
EWM
1213
Evermay Wealth Management
Virginia
$566K -$9.84K -65 -2%
HIM
1214
Hillsdale Investment Management
Ontario, Canada
$564K +$531K +3,506 +522%
BDFN
1215
Bond & Devick Financial Network
Minnesota
$556K – – –
MS
1216
Maven Securities
Jersey
$554K -$4.58M -30,291 -88%
KA
1217
Kovack Advisors
Florida
$554K -$26.6K -176 -4%
AWM
1218
Aries Wealth Management
Maine
$553K -$4.69K -31 -0.8%
HBT
1219
Hills Bank & Trust
Iowa
$551K -$7.57K -50 -1%
LWAC
1220
Laurel Wealth Advisors (California)
California
$551K +$2.12K +14 +0.3%
BIM
1221
Baldwin Investment Management
Pennsylvania
$542K +$2.88K +19 +0.5%
PFS
1222
Prospera Financial Services
Texas
$541K +$94.5K +624 +18%
SIC
1223
Salem Investment Counselors
North Carolina
$540K -$11.8K -78 -2%
FFN
1224
Focus Financial Network
Minnesota
$539K +$229K +1,510 +61%
CA
1225
Centerpoint Advisors
Massachusetts
$539K -$11.5K -76 -2%
47 48
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