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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1476
LS Investment Advisors
Michigan
$397K – – –
HWM
1477
Horizon Wealth Management
Illinois
$396K -$158K -950 -28%
CIM
1478
Confluence Investment Management
Missouri
$396K -$3.48K -21 -0.9%
EP
1479
Eudaimonia Partners
Tennessee
$393K -$14.1K -85 -3%
SG
1480
StoneX Group
New York
$391K +$101K +607 +34%
6F
1481
626 Financial
Michigan
$389K -$114K -686 -23%
WIA
1482
Westbourne Investment Advisors
Maryland
$388K -$5.81K -35 -1%
SB
1483
Strategic Blueprint
Georgia
$388K -$26.5K -160 -6%
GLR
1484
Great Lakes Retirement
Ohio
$387K +$389K +2,346 New
PG
1485
Patten Group
Tennessee
$384K – – –
BSB
1486
Bangor Savings Bank
Maine
$384K +$3.48K +21 +0.9%
PP
1487
PDS Planning
Ohio
$383K +$93.7K +565 +32%
9WM
1488
9258 Wealth Management
Ohio
$382K +$37.5K +226 +11%
DIP
1489
DT Investment Partners
Pennsylvania
$382K – – –
CCA
1490
Cadent Capital Advisors
Oklahoma
$381K +$166 +1 +0%
PTC
1491
Petrus Trust Company
Texas
$381K +$384K +2,312 New
LFAS
1492
Level Four Advisory Services
Texas
$380K +$49.6K +299 +15%
CHAM
1493
Clear Harbor Asset Management
Connecticut
$379K – – –
MBTD
1494
Mechanics Bank - Trust Department
California
$379K – – –
OPOWM
1495
One Plus One Wealth Management
Florida
$379K – – –
IAN
1496
Integrated Advisors Network
Texas
$378K -$23.7K -143 -6%
MSA
1497
Marino Stram & Associates
Massachusetts
$377K +$1.82K +11 +0.5%
MRCM
1498
M&R Capital Management
New Jersey
$377K -$1.49K -9 -0.4%
WA
1499
Waverly Advisors
Alabama
$376K +$126K +760 +50%
BHWM
1500
Bar Harbor Wealth Management
New Hampshire
$376K -$9.12K -55 -2%
58 59
60
61 62