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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1476
Horizon Wealth Management
Illinois
$396K -$158K -950 -28%
CIM
1477
Confluence Investment Management
Missouri
$396K -$3.48K -21 -0.9%
EP
1478
Eudaimonia Partners
Tennessee
$393K -$14.1K -85 -3%
SG
1479
StoneX Group
New York
$391K +$101K +607 +34%
6F
1480
626 Financial
Michigan
$389K -$114K -686 -23%
WIA
1481
Westbourne Investment Advisors
Maryland
$388K -$5.81K -35 -1%
SB
1482
Strategic Blueprint
Georgia
$388K -$26.5K -160 -6%
GLR
1483
Great Lakes Retirement
Ohio
$387K +$389K +2,346 New
PG
1484
Patten Group
Tennessee
$384K – – –
BSB
1485
Bangor Savings Bank
Maine
$384K +$3.48K +21 +0.9%
PP
1486
PDS Planning
Ohio
$383K +$93.7K +565 +32%
9WM
1487
9258 Wealth Management
Ohio
$382K +$37.5K +226 +11%
DIP
1488
DT Investment Partners
Pennsylvania
$382K – – –
CCA
1489
Cadent Capital Advisors
Oklahoma
$381K +$166 +1 +0%
PTC
1490
Petrus Trust Company
Texas
$381K +$384K +2,312 New
LFAS
1491
Level Four Advisory Services
Texas
$380K +$49.6K +299 +15%
CHAM
1492
Clear Harbor Asset Management
Connecticut
$379K – – –
MBTD
1493
Mechanics Bank - Trust Department
California
$379K – – –
OPOWM
1494
One Plus One Wealth Management
Florida
$379K – – –
IAN
1495
Integrated Advisors Network
Texas
$378K -$23.7K -143 -6%
MSA
1496
Marino Stram & Associates
Massachusetts
$377K +$1.82K +11 +0.5%
MRCM
1497
M&R Capital Management
New Jersey
$377K -$1.49K -9 -0.4%
WA
1498
Waverly Advisors
Alabama
$376K +$126K +760 +50%
BHWM
1499
Bar Harbor Wealth Management
New Hampshire
$376K -$9.12K -55 -2%
TFA
1500
Toth Financial Advisory
Virginia
$375K +$31.7K +191 +9%
58 59
60
61 62