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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1451
SignalPoint Asset Management
Missouri
$926K -$8.04K -28 -0.9%
CA
1452
Continuum Advisory
Idaho
$921K +$71.5K +249 +9%
CYG
1453
Clean Yield Group
Vermont
$919K -$11.5K -40 -1%
RI
1454
Ridgewood Investments
New Jersey
$918K +$2.01K +7 +0.2%
CFG
1455
Chapman Financial Group
Hawaii
$917K +$888K +3,090 New
LFA
1456
Legacy Financial Advisors
Kentucky
$915K +$91.6K +319 +12%
EB
1457
Exchange Bank
California
$913K +$11.8K +41 +1%
TWM
1458
Tradition Wealth Management
Minnesota
$911K +$27K +94 +3%
BW
1459
Basepoint Wealth
Iowa
$909K -$87.1K -303 -9%
SRC
1460
Shufro Rose & Co
New York
$909K +$103K +358 +13%
HIM
1461
Harbour Investment Management
Washington
$905K +$147K +511 +20%
GVAG
1462
Great Valley Advisor Group
Delaware
$902K +$10.1K +35 +1%
EFG
1463
Embree Financial Group
Illinois
$902K +$1.15K +4 +0.1%
WCM
1464
Weaver Capital Management
Georgia
$902K +$101K +351 +13%
RMCM
1465
Reynders McVeigh Capital Management
Massachusetts
$899K – – –
SQA
1466
Simon Quick Advisors
New Jersey
$899K +$163K +566 +23%
HDIM
1467
Hanson & Doremus Investment Management
Vermont
$898K +$90.2K +314 +12%
LWM
1468
LongView Wealth Management
Georgia
$897K +$2.87K +10 +0.3%
KAM
1469
Knightsbridge Asset Management
California
$896K -$110K -384 -11%
SWM
1470
Scissortail Wealth Management
Oklahoma
$895K +$866K +3,014 +100,467%
LAM
1471
Lewis Asset Management
California
$895K -$66.7K -232 -7%
SG
1472
StoneX Group
New York
$893K +$400K +1,393 +86%
LW
1473
Linscomb Wealth
Texas
$891K -$10.3K -36 -1%
CFM
1474
Catalyst Funds Management
Australia
$890K -$1.09M -3,800 -56%
APW
1475
Acima Private Wealth
Virginia
$890K – – –
57 58
59
60 61