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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1326
Westmount Partners
California
$538K -$1.13K -7 -0.2%
SRC
1327
Shufro Rose & Co
New York
$533K – – –
APW
1328
Acima Private Wealth
Virginia
$532K -$9.2K -57 -2%
BDA
1329
Borer Denton & Associates
Pennsylvania
$532K – – –
SWM
1330
Scissortail Wealth Management
Oklahoma
$531K -$5.49K -34 -1%
EFL
1331
ERn Financial LLC
Wisconsin
$529K – – –
AWA
1332
Authentikos Wealth Advisory
California
$526K -$4.36K -27 -0.9%
BAM
1333
Belpointe Asset Management
Nevada
$526K -$1.22M -7,559 -71%
FW
1334
FirstPurpose Wealth
Utah
$526K -$17.7K -110 -4%
AIM
1335
Acropolis Investment Management
Missouri
$524K -$161 -1 -0%
LWMM
1336
Legacy Wealth Management (Mississippi)
Mississippi
$523K – – –
CAM
1337
CenterStar Asset Management
Illinois
$522K +$483K +2,996 New
MIM
1338
Meridiem Investment Management
United Kingdom
$522K – – –
HC
1339
Hamilton Capital
Ohio
$522K -$20K -124 -4%
ARC
1340
Advisor Resource Council
Texas
$520K -$65.3K -405 -12%
EWM
1341
Empirical Wealth Management
Washington
$518K +$39.5K +245 +9%
MA
1342
MCF Advisors
Kentucky
$517K -$122K -758 -20%
V
1343
VeraBank
Texas
$516K – – –
T
1344
TOBAM
France
$516K +$86.2K +534 +22%
BMCM
1345
Bryn Mawr Capital Management
Pennsylvania
$511K +$21.8K +135 +5%
EWA
1346
EverSource Wealth Advisors
Alabama
$510K +$29.7K +184 +7%
PP
1347
PDS Planning
Ohio
$507K +$95.2K +590 +25%
CA
1348
Cambridge Advisors
Nebraska
$507K – – –
FMN
1349
Financial Management Network
California
$505K -$37.4K -232 -7%
TLCM
1350
Twin Lakes Capital Management
California
$504K +$807 +5 +0.2%
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