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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1251
PGIM Custom Harvest
New Jersey
$1.29M +$554K +1,874 +64%
A
1252
Argentarii
Ohio
$1.29M +$24.8K +84 +2%
LCM
1253
Leisure Capital Management
California
$1.28M -$9.16K -31 -0.6%
IP
1254
Ignite Planners
California
$1.28M +$42K +142 +3%
APW
1255
Aventura Private Wealth
Florida
$1.28M +$36.1K +122 +3%
BAM
1256
Boyar Asset Management
New York
$1.28M -$7.98K -27 -0.6%
CFG
1257
Carr Financial Group
Massachusetts
$1.28M -$90.4K -306 -6%
MWA
1258
Muirfield Wealth Advisors
North Carolina
$1.28M +$2.96K +10 +0.2%
FCP
1259
Fidelis Capital Partners
Florida
$1.28M -$240K -811 -14%
SIA
1260
Strategic Investment Advisors
Michigan
$1.28M -$105K -356 -7%
KIM
1261
Kestra Investment Management
Texas
$1.28M -$326K -1,104 -19%
MDA
1262
Minot DeBlois Advisors
Massachusetts
$1.27M -$46.4K -157 -3%
MAM
1263
Mystic Asset Management
Rhode Island
$1.27M +$321K +1,085 +30%
WT
1264
Washington Trust
Rhode Island
$1.26M -$91K -308 -6%
NSIM
1265
North Star Investment Management
Illinois
$1.26M – – –
PPWP
1266
Premier Path Wealth Partners
New Jersey
$1.26M +$37.8K +128 +3%
BWM
1267
BigSur Wealth Management
Florida
$1.25M +$15.4K +52 +1%
MFG
1268
Magnus Financial Group
New York
$1.25M +$74.8K +253 +6%
PK
1269
Pflug Koory
Nebraska
$1.25M – – –
TWA
1270
TCI Wealth Advisors
Arizona
$1.25M +$887 +3 +0.1%
AL
1271
Aspiriant LLC
California
$1.25M -$161K -543 -10%
PIM
1272
Profit Investment Management
Maryland
$1.24M -$155K -523 -10%
WSC
1273
Wellington Shields & Co
New York
$1.24M +$117K +396 +9%
PL
1274
Plancorp LLC
Missouri
$1.24M +$232K +785 +20%
TPI
1275
Trust Point Inc
Wisconsin
$1.24M -$279K -943 -17%
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51
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