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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOH
1326
First National Bank of Hutchinson
Kansas
$485K +$1.16K +7 +0.2%
SJIA
1327
St. James Investment Advisors
New York
$484K -$1.79M -10,842 -76%
V
1328
VeraBank
Texas
$481K -$30.6K -185 -5%
SFG
1329
Summit Financial Group
West Virginia
$478K – – –
AF
1330
Allworth Financial
California
$477K -$109K -662 -16%
DWM
1331
Defined Wealth Management
Oregon
$477K – – –
XT
1332
XTX Topco
Cayman Islands
$477K +$351K +2,125 +162%
HWM
1333
Horizon Wealth Management
Illinois
$475K -$8.75K -53 -2%
JWBC
1334
John W. Bristol & Co
New York
$474K – – –
RI
1335
Ridgewood Investments
New Jersey
$472K +$2.15K +13 +0.4%
ACS
1336
Archford Capital Strategies
Illinois
$471K +$155K +940 +38%
MFG
1337
Magnus Financial Group
New York
$470K +$44.9K +272 +9%
NO
1338
Ninety One
South Africa
$470K +$567K +3,430 New
PFS
1339
Prospera Financial Services
Texas
$469K -$203K -1,232 -27%
IAN
1340
Integrated Advisors Network
Texas
$469K +$162K +982 +41%
BIM
1341
Barton Investment Management
Pennsylvania
$466K – – –
HFM
1342
Hartford Financial Management
Connecticut
$466K – – –
RP
1343
Riverbridge Partners
Minnesota
$464K – – –
BTI
1344
Blue Trust Inc
Georgia
$464K +$410K +2,481 New
SAM
1345
SignalPoint Asset Management
Missouri
$459K -$826 -5 -0.2%
AC
1346
Abbrea Capital
California
$458K +$16.5K +100 +3%
SW
1347
Solidarity Wealth
Utah
$458K +$198K +1,200 +68%
BDA
1348
Borer Denton & Associates
Pennsylvania
$457K – – –
CLOS
1349
Compagnie Lombard Odier SCmA
Switzerland
$455K -$183K -1,110 -25%
PO
1350
Private Ocean
California
$455K -$661 -4 -0.1%
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