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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1326
Herold Advisors
New York
$528K +$16.6K +100 +3%
LJAC
1327
L.J. Altfest & Co
New York
$528K +$36.3K +219 +7%
BWP
1328
BSW Wealth Partners
Colorado
$528K -$8.13K -49 -2%
FP
1329
Factorial Partners
New York
$528K – – –
DAS
1330
Dynamic Advisor Solutions
Arizona
$527K +$201K +1,211 +61%
YDMI
1331
Y.D. More Investments
Israel
$527K -$160K -967 -23%
BIA
1332
Beacon Investment Advisors
Maryland
$526K +$166 +1 +0%
RI
1333
Ridgewood Investments
New Jersey
$524K – – –
TAM
1334
Trillium Asset Management
Massachusetts
$523K -$12.3K -74 -2%
UAM
1335
UAS Asset Management
New York
$523K +$526K +3,170 New
AIM
1336
Aspen Investment Management
Michigan
$521K – – –
ERIM
1337
Eagle Ridge Investment Management
Connecticut
$518K +$18.2K +110 +4%
CAMG
1338
CWA Asset Management Group
Florida
$517K +$254K +1,533 +96%
CYG
1339
Clean Yield Group
Vermont
$517K – – –
FW
1340
FirstPurpose Wealth
Utah
$516K +$13.4K +81 +3%
PA
1341
Procyon Advisors
Connecticut
$516K +$156K +938 +43%
HC
1342
Hamilton Capital
Ohio
$514K -$19.9K -120 -4%
APW
1343
Acima Private Wealth
Virginia
$513K +$9.29K +56 +2%
BC
1344
Burney Company
Virginia
$511K -$16.6K -100 -3%
AWA
1345
Arkadios Wealth Advisors
Georgia
$510K -$54.1K -326 -10%
WP
1346
Westmount Partners
California
$510K +$995 +6 +0.2%
ZF
1347
Zhang Financial
Michigan
$510K +$92.2K +556 +22%
AFC
1348
AFT Forsyth & Company
Florida
$509K +$2.49K +15 +0.5%
PL
1349
Plancorp LLC
Missouri
$508K +$32K +193 +7%
SAM
1350
Sompo Asset Management
Japan
$506K +$18.2K +110 +4%
52 53
54
55 56