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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1301
CAAS Capital Management
New York
$507K +$556K +3,400 New
FPCG
1302
Fort Pitt Capital Group
Pennsylvania
$506K +$27.2K +166 +5%
CWM
1303
Congress Wealth Management
Massachusetts
$506K +$12.8K +78 +2%
SIM
1304
Sentry Investment Management
Wisconsin
$504K -$122K -746 -18%
OFS
1305
OneAscent Financial Services
Alabama
$504K +$552K +3,377 New
PTC
1306
Philadelphia Trust Company
Pennsylvania
$501K – – –
SW
1307
SteelPeak Wealth
California
$500K -$246K -1,506 -31%
CHP
1308
Cable Hill Partners
Oregon
$495K +$13.2K +81 +3%
AIM
1309
Aspen Investment Management
Michigan
$495K +$1.64K +10 +0.3%
LA
1310
LVW Advisors
New York
$494K +$99.3K +607 +22%
JSW
1311
Journey Strategic Wealth
New Jersey
$493K +$1.64K +10 +0.3%
DGAM
1312
Desjardins Global Asset Management
Quebec, Canada
$492K -$371K -2,268 -41%
PO
1313
Private Ocean
California
$492K – – –
TWM
1314
Tanager Wealth Management
United Kingdom
$491K +$23.9K +146 +5%
HFM
1315
Hartford Financial Management
Connecticut
$491K -$818 -5 -0.2%
KFS
1316
Kurt F. Somerville
$490K -$39.3K -240 -7%
QPWM
1317
Quadrant Private Wealth Management
Pennsylvania
$490K -$125K -762 -19%
SAM
1318
SignalPoint Asset Management
Missouri
$487K +$164 +1 +0%
BWP
1319
BSW Wealth Partners
Colorado
$486K +$19.8K +121 +4%
BPC
1320
Banque Pictet & Cie
Switzerland
$485K +$532K +3,250 New
CAMG
1321
CWA Asset Management Group
Florida
$485K +$8.18K +50 +2%
ARC
1322
Advisor Resource Council
Texas
$484K +$42.9K +262 +9%
MAA
1323
Matrix Asset Advisors
New York
$482K – – –
T
1324
TOBAM
France
$481K +$42.7K +261 +9%
PWM
1325
Purus Wealth Management
California
$481K -$7.03K -43 -1%
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