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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1326
Shufro Rose & Co
New York
$533K – – –
APW
1327
Acima Private Wealth
Virginia
$532K -$9.2K -57 -2%
BDA
1328
Borer Denton & Associates
Pennsylvania
$532K – – –
SWM
1329
Scissortail Wealth Management
Oklahoma
$531K -$5.49K -34 -1%
EFL
1330
ERn Financial LLC
Wisconsin
$529K – – –
AWA
1331
Authentikos Wealth Advisory
California
$526K -$4.36K -27 -0.9%
BAM
1332
Belpointe Asset Management
Nevada
$526K -$1.22M -7,559 -71%
FW
1333
FirstPurpose Wealth
Utah
$526K -$17.7K -110 -4%
AIM
1334
Acropolis Investment Management
Missouri
$524K -$161 -1 -0%
LWMM
1335
Legacy Wealth Management (Mississippi)
Mississippi
$523K – – –
CAM
1336
CenterStar Asset Management
Illinois
$522K +$483K +2,996 New
MIM
1337
Meridiem Investment Management
United Kingdom
$522K – – –
HC
1338
Hamilton Capital
Ohio
$522K -$20K -124 -4%
ARC
1339
Advisor Resource Council
Texas
$520K -$65.3K -405 -12%
EWM
1340
Empirical Wealth Management
Washington
$518K +$39.5K +245 +9%
MA
1341
MCF Advisors
Kentucky
$517K -$122K -758 -20%
V
1342
VeraBank
Texas
$516K – – –
T
1343
TOBAM
France
$516K +$86.2K +534 +22%
BMCM
1344
Bryn Mawr Capital Management
Pennsylvania
$511K +$21.8K +135 +5%
EWA
1345
EverSource Wealth Advisors
Alabama
$510K +$29.7K +184 +7%
PP
1346
PDS Planning
Ohio
$507K +$95.2K +590 +25%
CA
1347
Cambridge Advisors
Nebraska
$507K – – –
FMN
1348
Financial Management Network
California
$505K -$37.4K -232 -7%
TLCM
1349
Twin Lakes Capital Management
California
$504K +$807 +5 +0.2%
TWM
1350
Tradition Wealth Management
Minnesota
$503K +$14.8K +92 +3%
52 53
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55 56