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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1451
Pursue Wealth Partners
California
$373K – – –
TIA
1452
Traphagen Investment Advisors
New Jersey
$373K – – –
AC
1453
Addison Capital
Pennsylvania
$372K – – –
LC
1454
Lindbrook Capital
California
$371K +$93.9K +574 +30%
BG
1455
Benedetti & Gucer
Georgia
$369K +$27.3K +167 +7%
RCG
1456
Regatta Capital Group
California
$368K -$3.27K -20 -0.8%
CAM
1457
Covenant Asset Management
New Jersey
$367K – – –
PTC
1458
Petrus Trust Company
Texas
$367K +$402K +2,458 New
FCP
1459
Fidelis Capital Partners
Florida
$366K +$3.11K +19 +0.8%
MFT
1460
Moisand Fitzgerald Tamayo
Florida
$366K – – –
SCA
1461
Sippican Capital Advisors
Massachusetts
$366K -$4.09K -25 -1%
FPAS
1462
Focus Partners Advisor Solutions
Missouri
$366K +$401K +2,450 New
RHAM
1463
Round Hill Asset Management
California
$365K -$4.09K -25 -1%
AC
1464
Allstate Corporation
Illinois
$364K – – –
HCM
1465
Howland Capital Management
Massachusetts
$362K – – –
EFG
1466
Everhart Financial Group
Ohio
$361K +$41.9K +256 +12%
LFG
1467
Larson Financial Group
Missouri
$360K +$19.5K +119 +5%
WIM
1468
Wittenberg Investment Management
Massachusetts
$360K – – –
HWM
1469
Horizon Wealth Management
Illinois
$359K +$654 +4 +0.2%
LIA
1470
LS Investment Advisors
Michigan
$359K – – –
WKSWA
1471
White Knight Strategic Wealth Advisors
New Jersey
$359K +$26.5K +162 +7%
MPPLM
1472
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$359K +$32.5K +199 +9%
CIM
1473
Confluence Investment Management
Missouri
$358K – – –
ACM
1474
AUA Capital Management
Pennsylvania
$358K +$79.3K +485 +25%
WIA
1475
Westbourne Investment Advisors
Maryland
$358K – – –
57 58
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60 61