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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
1376
Legacy Wealth Management (Mississippi)
Mississippi
$562K – – –
LAI
1377
Legal Advantage Investments
California
$562K – – –
GTAM
1378
Global Trust Asset Management
Florida
$562K +$17.2K +107 +4%
CIM
1379
Chiron Investment Management
New York
$560K +$481K +2,990 New
H
1380
HoyleCohen
California
$560K -$28.7K -178 -6%
EP
1381
Edgestream Partners
New Jersey
$557K +$479K +2,974 New
VWM
1382
Vivid Wealth Management
Iowa
$556K +$478K +2,969 New
AF
1383
Arrow Financial
New York
$556K -$18.8K -117 -4%
TWM
1384
Tradition Wealth Management
Minnesota
$552K -$4.99K -31 -1%
PWM
1385
Partnership Wealth Management
Maryland
$552K +$443K +2,749 New
AWA
1386
Aaron Wealth Advisors
Illinois
$552K +$13.2K +82 +3%
EFG
1387
Embree Financial Group
Illinois
$551K +$474K +2,944 New
PWMG
1388
Provence Wealth Management Group
California
$550K +$41.5K +258 +10%
SB
1389
Strategic Blueprint
Georgia
$550K +$32.4K +201 +7%
NP
1390
Nilsine Partners
Colorado
$549K +$21.1K +131 +5%
FIBT
1391
First International Bank & Trust
North Dakota
$549K +$215K +1,337 +84%
QPWM
1392
Quadrant Private Wealth Management
Pennsylvania
$548K -$57.6K -358 -11%
EFL
1393
ERn Financial LLC
Wisconsin
$546K – – –
EWA
1394
EverSource Wealth Advisors
Alabama
$546K +$33.3K +207 +8%
CA
1395
Cambridge Advisors
Nebraska
$545K – – –
TLCM
1396
Twin Lakes Capital Management
California
$544K +$805 +5 +0.2%
V
1397
VeraBank
Texas
$543K – – –
BIG
1398
Brooklyn Investment Group
New York
$543K +$466K +2,896 New
FCP
1399
Fidelis Capital Partners
Florida
$542K +$70K +435 +18%
BHB
1400
Bank Hapoalim BM
Israel
$541K +$465K +2,890 New
54 55
56
57 58