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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1476
Lindbrook Capital
California
$641K +$38K +164 +6%
MW
1477
Marcum Wealth
Ohio
$640K -$19.2K -83 -3%
FFA
1478
Fortune Financial Advisors
Kansas
$638K -$6.02K -26 -0.9%
MIP
1479
Marietta Investment Partners
Wisconsin
$637K – – –
GWANC
1480
Guardian Wealth Advisors (North Carolina)
North Carolina
$636K -$695 -3 -0.1%
KWA
1481
Kingswood Wealth Advisors
California
$636K -$261K -1,129 -29%
RWM
1482
Revisor Wealth Management
Ohio
$632K -$630K -2,719 -50%
LFG
1483
Larson Financial Group
Missouri
$632K +$49.1K +212 +8%
MA
1484
MCF Advisors
Kentucky
$631K +$4.63K +20 +0.7%
MFA
1485
Millington Financial Advisors
Illinois
$631K – – –
MFG
1486
Midwest Financial Group
Kansas
$630K – – –
CTWM
1487
Cherry Tree Wealth Management
Minnesota
$629K +$10.2K +44 +2%
HDIM
1488
Hanson & Doremus Investment Management
Vermont
$628K -$12.3K -53 -2%
TSWM
1489
Triangle Securities Wealth Management
North Carolina
$628K – – –
GCM
1490
Greenland Capital Management
New York
$627K +$627K +2,706 New
SRC
1491
Shufro Rose & Co
New York
$626K +$39.8K +172 +7%
HIM
1492
Hillsdale Investment Management
Ontario, Canada
$625K +$480K +2,072 +330%
PCG
1493
PFC Capital Group
California
$625K – – –
T
1494
TNF
Montana
$622K -$3.71K -16 -0.6%
BAM
1495
Belpointe Asset Management
Nevada
$621K -$226K -976 -27%
AIM
1496
Athena Investment Management
California
$619K -$5.79K -25 -0.9%
RW
1497
REDW Wealth
New Mexico
$619K -$5.79K -25 -0.9%
LAM
1498
Lewis Asset Management
California
$618K +$20.8K +90 +3%
BDA
1499
Borer Denton & Associates
Pennsylvania
$616K -$232K -1,000 -27%
AFC
1500
AFT Forsyth & Company
Florida
$616K +$92.6K +400 +18%
58 59
60
61 62