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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1351
Sompo Asset Management
Japan
$506K +$18.2K +110 +4%
AWS
1352
Aspen Wealth Strategies
Colorado
$506K -$4.98K -30 -1%
FMN
1353
Financial Management Network
California
$506K -$18.9K -114 -4%
SIM
1354
Sentry Investment Management
Wisconsin
$505K -$404K -2,434 -44%
SRC
1355
Shufro Rose & Co
New York
$505K – – –
BDA
1356
Borer Denton & Associates
Pennsylvania
$503K +$1.16K +7 +0.2%
OWA
1357
Outlook Wealth Advisors
Texas
$503K -$2.99K -18 -0.6%
CPIG
1358
Chicago Partners Investment Group
Illinois
$501K +$129K +778 +33%
EFL
1359
ERn Financial LLC
Wisconsin
$501K +$9.95K +60 +2%
SWM
1360
Scissortail Wealth Management
Oklahoma
$500K +$503K +3,034 New
TWM
1361
Tanager Wealth Management
United Kingdom
$500K -$44.1K -266 -8%
AI
1362
Accredited Investors
Minnesota
$498K +$829 +5 +0.2%
AIM
1363
Acropolis Investment Management
Missouri
$496K -$7.96K -48 -2%
GWANC
1364
Guardian Wealth Advisors (North Carolina)
North Carolina
$496K +$109K +659 +28%
CB
1365
Centennial Bank
Arkansas
$495K – – –
LWMM
1366
Legacy Wealth Management (Mississippi)
Mississippi
$495K – – –
MIM
1367
Meridiem Investment Management
United Kingdom
$495K -$249K -1,500 -33%
V
1368
VeraBank
Texas
$489K – – –
PCH
1369
PGIM Custom Harvest
New Jersey
$488K -$498 -3 -0.1%
JWM
1370
Jackson Wealth Management
Florida
$487K +$205K +1,235 +72%
JWBC
1371
John W. Bristol & Co
New York
$485K – – –
CA
1372
Cambridge Advisors
Nebraska
$480K – – –
PCM
1373
Penserra Capital Management
California
$478K – – –
CNBTD
1374
Citizens National Bank Trust Department
Mississippi
$478K -$16.6K -100 -3%
TLCM
1375
Twin Lakes Capital Management
California
$477K +$664 +4 +0.1%
53 54
55
56 57