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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1426
Cozad Asset Management
Illinois
$713K +$118K +508 +20%
CSPAM
1427
Cary Street Partners Asset Management
Virginia
$712K +$8.11K +35 +1%
SFI
1428
SPC Financial Inc
Maryland
$711K -$46.3K -200 -6%
BST
1429
Bath Savings Trust
Maine
$709K – – –
LA
1430
Lifeworks Advisors
Michigan
$706K -$69.2K -299 -9%
H
1431
HoyleCohen
California
$704K -$10.9K -47 -2%
OWA
1432
Outlook Wealth Advisors
Texas
$704K -$11.6K -50 -2%
LWM
1433
LongView Wealth Management
Georgia
$703K +$36.8K +159 +6%
EFL
1434
ERn Financial LLC
Wisconsin
$703K +$463 +2 +0.1%
EFG
1435
Embree Financial Group
Illinois
$701K +$18.1K +78 +3%
CCG
1436
Catalina Capital Group
California
$701K +$142K +611 +25%
APWA
1437
Atlas Private Wealth Advisors
New Jersey
$700K +$343K +1,483 +96%
AO
1438
Advisor OS
Illinois
$698K +$79.4K +343 +13%
ESB
1439
Essex Savings Bank
Connecticut
$697K -$25.5K -110 -4%
QC
1440
Quent Capital
New York
$696K +$6.02K +26 +0.9%
APW
1441
Acima Private Wealth
Virginia
$695K – – –
AWA
1442
Authentikos Wealth Advisory
California
$695K – – –
LWMM
1443
Legacy Wealth Management (Mississippi)
Mississippi
$695K – – –
SWM
1444
Scissortail Wealth Management
Oklahoma
$695K – – –
CA
1445
Cambridge Advisors
Nebraska
$687K +$12.7K +55 +2%
TWM
1446
Tradition Wealth Management
Minnesota
$685K +$2.08K +9 +0.3%
CB
1447
Centennial Bank
Arkansas
$679K +$14.1K +61 +2%
XS
1448
XR Securities
Illinois
$677K +$677K +2,922 New
TYCC
1449
Texas Yale Capital Corp
Florida
$676K +$1.16K +5 +0.2%
EFG
1450
Everhart Financial Group
Ohio
$676K +$126K +546 +23%
56 57
58
59 60