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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1301
Salem Investment Counselors
North Carolina
$906K +$5.18K +25 +0.6%
PO
1302
Private Ocean
California
$900K +$136K +658 +20%
AC
1303
ASB Consultores
Florida
$899K +$500K +2,410 +156%
ARA
1304
Alexander Randolph Advisory
Virginia
$897K -$41.7K -201 -5%
WCF
1305
West Coast Financial
California
$894K +$10.4K +50 +1%
FWTB
1306
First Western Trust Bank
Colorado
$893K -$17.6K -85 -2%
CANC
1307
Culbertson A N & Co
Virginia
$891K – – –
BWM
1308
BigSur Wealth Management
Florida
$888K – – –
MWM
1309
Modern Wealth Management
Kansas
$886K +$60.5K +292 +8%
SMH
1310
Sanders Morris Harris
Texas
$886K – – –
NLP
1311
Next Level Private
New York
$885K +$360K +1,735 +81%
KWA
1312
Kingswood Wealth Advisors
California
$882K +$419K +2,020 +109%
OC
1313
Oakworth Capital
Alabama
$882K -$5.18K -25 -0.6%
CAL
1314
Capital Analysts LLC
Pennsylvania
$879K +$1.24K +6 +0.2%
CAMG
1315
CWA Asset Management Group
Florida
$874K +$90.2K +435 +13%
AI
1316
Accredited Investors
Minnesota
$872K +$17.6K +85 +2%
MIM
1317
MTM Investment Management
South Carolina
$872K – – –
MFA
1318
Mayflower Financial Advisors
Massachusetts
$869K +$98.1K +473 +14%
OCM
1319
Orleans Capital Management
Louisiana
$869K +$90.2K +435 +13%
RGI
1320
River Global Investors
United Kingdom
$866K -$8.92K -43 -1%
SFS
1321
Solitude Financial Services
Virginia
$864K +$29.7K +143 +4%
BW
1322
Basepoint Wealth
Iowa
$863K -$103K -496 -12%
SB
1323
Sunflower Bank
Texas
$863K – – –
CP
1324
Canopy Partners
Ohio
$859K +$61.6K +297 +9%
TFS
1325
Thoroughbred Financial Services
Tennessee
$856K -$926K -4,467 -54%
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