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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1201
Saxon Interests
Texas
$640K +$10.8K +73 +2%
GC
1202
GFG Capital
Florida
$639K -$7.71K -52 -1%
BAM
1203
Beaumont Asset Management
Texas
$638K +$1.19K +8 +0.2%
CWS
1204
Cypress Wealth Services
California
$637K +$5.63K +38 +0.9%
YWP
1205
YorkBridge Wealth Partners
New York
$637K – – –
ECM
1206
Estabrook Capital Management
New York
$631K – – –
BW
1207
Basepoint Wealth
Iowa
$631K -$13.2K -89 -2%
T
1208
TNF
Montana
$631K – – –
3IP
1209
3Chopt Investment Partners
Virginia
$628K +$630K +4,252 New
JSW
1210
Journey Strategic Wealth
New Jersey
$627K +$159K +1,076 +34%
AP
1211
Adero Partners
California
$624K +$298K +2,013 +91%
WSC
1212
Wellington Shields & Co
New York
$624K – – –
EP
1213
Edgestream Partners
New Jersey
$623K +$625K +4,218 New
HWA
1214
Heritage Wealth Advisors
Virginia
$622K – – –
GL
1215
Graypoint LLC
New York
$622K -$18.7K -126 -3%
TPWM
1216
Twelve Points Wealth Management
Massachusetts
$621K – – –
EAM
1217
Evanson Asset Management
California
$619K -$68.9K -465 -10%
FWTB
1218
First Western Trust Bank
Colorado
$619K +$118K +795 +23%
MWM
1219
Meridian Wealth Management
Kentucky
$617K -$39.3K -265 -6%
EWM
1220
Evermay Wealth Management
Virginia
$614K -$6.37K -43 -1%
YDMI
1221
Y.D. More Investments
Israel
$613K +$617K +4,161 New
EH
1222
Equitable Holdings
New York
$611K -$84K -567 -12%
BMC
1223
Benin Management Corp
Connecticut
$611K +$59.3K +400 +11%
BDFN
1224
Bond & Devick Financial Network
Minnesota
$609K – – –
SFG
1225
Summit Financial Group
West Virginia
$608K +$97.8K +660 +19%
47 48
49
50 51