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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1326
Summit Global Investments
Utah
$469K +$5.04K +34 +1%
RI
1327
Ridgewood Investments
New Jersey
$469K -$34.2K -231 -7%
AIM
1328
Aspen Investment Management
Michigan
$467K -$14.8K -100 -3%
DA
1329
Doliver Advisors
Texas
$467K -$9.63K -65 -2%
CYG
1330
Clean Yield Group
Vermont
$463K -$5.19K -35 -1%
ATPW
1331
Ashton Thomas Private Wealth
Arizona
$462K -$6.52K -44 -1%
MFG
1332
Magnus Financial Group
New York
$459K -$32.6K -220 -7%
HA
1333
Herold Advisors
New York
$458K +$148 +1 +0%
AWS
1334
Aspen Wealth Strategies
Colorado
$458K +$459K +3,098 New
WP
1335
Westmount Partners
California
$456K +$457K +3,087 New
ARC
1336
Advisor Resource Council
Texas
$456K -$2.22K -15 -0.5%
PHS
1337
Pekin Hardy Strauss
Illinois
$455K -$85.8K -579 -16%
AFC
1338
AFT Forsyth & Company
Florida
$454K -$6.67K -45 -1%
OWA
1339
Outlook Wealth Advisors
Texas
$453K +$26.2K +177 +6%
SRC
1340
Shufro Rose & Co
New York
$452K – – –
EI
1341
Ellevest Inc
New York
$452K +$63.4K +428 +16%
APW
1342
Acima Private Wealth
Virginia
$452K – – –
AIM
1343
Acropolis Investment Management
Missouri
$451K +$593 +4 +0.1%
FW
1344
FirstPurpose Wealth
Utah
$450K +$11.7K +79 +3%
PIM
1345
Perpetual Investment Management
Australia
$450K -$16.6K -112 -4%
BDA
1346
Borer Denton & Associates
Pennsylvania
$450K – – –
6F
1347
626 Financial
Michigan
$449K -$119K -803 -21%
SMH
1348
Sanders Morris Harris
Texas
$449K – – –
ERIM
1349
Eagle Ridge Investment Management
Connecticut
$448K +$13.3K +90 +3%
KI
1350
Kula Investments
Illinois
$447K +$448K +3,023 New
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