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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1476
Farther Finance Advisors
California
$616K +$81.5K +393 +17%
AIM
1477
Athena Investment Management
California
$615K -$15.1K -73 -3%
SWA
1478
Stratos Wealth Advisors
Ohio
$615K +$102K +491 +22%
RW
1479
REDW Wealth
New Mexico
$614K +$8.71K +42 +2%
PCG
1480
PFC Capital Group
California
$614K – – –
SMA
1481
Sage Mountain Advisors
Georgia
$612K +$11K +53 +2%
CTWM
1482
Cherry Tree Wealth Management
Minnesota
$609K – – –
AO
1483
Advisor OS
Illinois
$609K +$40K +193 +8%
TIA
1484
Tiemann Investment Advisors
California
$604K -$5.18K -25 -0.9%
PFGIA
1485
Patriot Financial Group Insurance Agency
Massachusetts
$603K +$23K +111 +4%
OF
1486
Outfitter Financial
Maine
$598K +$544K +2,625 New
I
1487
InceptionR
California
$595K +$542K +2,614 New
ARC
1488
Advisor Resource Council
Texas
$593K +$657K +3,167 New
LC
1489
Lindbrook Capital
California
$593K +$85.8K +414 +19%
LFM
1490
LGT Fund Management
Liechtenstein
$592K – – –
PTB
1491
Pioneer Trust Bank
Oregon
$592K – – –
WC
1492
Wexford Capital
Florida
$592K – – –
GTAM
1493
Global Trust Asset Management
Florida
$592K -$82.9K -400 -13%
FFA
1494
Founders Financial Alliance
North Carolina
$591K +$31.1K +150 +6%
HIP
1495
HUB Investment Partners
Texas
$588K +$535K +2,582 New
NAMP
1496
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$588K +$5.18K +25 +1%
MBTD
1497
Mechanics Bank - Trust Department
California
$587K +$1.45K +7 +0.3%
LAM
1498
Lewis Asset Management
California
$587K +$29.9K +144 +6%
CAM
1499
Cozad Asset Management
Illinois
$585K +$127K +613 +31%
AI
1500
AdvisorShares Investments
Maryland
$585K – – –
58 59
60
61 62