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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1351
CFO4Life Group
Texas
$846K +$846K +3,654 New
SA
1352
Strategic Advisors
New York
$846K -$210K -907 -20%
AI
1353
Accredited Investors
Minnesota
$846K -$40.5K -175 -5%
LCM
1354
Lazari Capital Management
California
$844K +$26.2K +113 +3%
AWM
1355
Axxcess Wealth Management
California
$840K -$1.2M -5,186 -59%
SC
1356
Saybrook Capital
North Carolina
$834K – – –
EI
1357
Ecofi Investissements
France
$833K +$880K +3,800 New
PTC
1358
Philadelphia Trust Company
Pennsylvania
$832K +$55.1K +238 +7%
OAM
1359
Oak Asset Management
California
$829K – – –
SAM
1360
Smartleaf Asset Management
Massachusetts
$826K +$168K +727 +25%
VEA
1361
Virtus ETF Advisers
New York
$824K -$121K -521 -13%
OW
1362
Olistico Wealth
Oklahoma
$822K +$94.3K +407 +13%
WB
1363
WesBanco Bank
West Virginia
$822K -$1.85K -8 -0.2%
BWP
1364
BSW Wealth Partners
Colorado
$822K -$1.16K -5 -0.1%
AF
1365
Alerus Financial
North Dakota
$822K – – –
DA
1366
Doliver Advisors
Texas
$819K +$182K +788 +29%
CWM
1367
Cornerstone Wealth Management
Missouri
$819K -$5.33K -23 -0.6%
HBT
1368
Hills Bank & Trust
Iowa
$816K -$926 -4 -0.1%
LW
1369
Linscomb Wealth
Texas
$813K – – –
PI
1370
Parkside Investments
Illinois
$810K +$811K +3,500 New
CHP
1371
Cable Hill Partners
Oregon
$806K +$806K +3,481 New
CWG
1372
Cornerstone Wealth Group
North Carolina
$805K +$30.3K +131 +4%
SWM
1373
Sendero Wealth Management
Texas
$802K -$3.08M -13,286 -79%
LA
1374
LVW Advisors
New York
$799K -$7.41K -32 -0.9%
SMA
1375
Sage Mountain Advisors
Georgia
$795K +$173K +746 +28%
53 54
55
56 57