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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1476
Catalyst Funds Management
Australia
$890K -$1.09M -3,800 -56%
APW
1477
Acima Private Wealth
Virginia
$890K – – –
LWMM
1478
Legacy Wealth Management (Mississippi)
Mississippi
$890K – – –
AWA
1479
Authentikos Wealth Advisory
California
$890K +$862K +3,000 New
IC
1480
Iconiq Capital
California
$889K +$432K +1,505 +101%
OWA
1481
Outlook Wealth Advisors
Texas
$888K +$5.46K +19 +0.6%
UIM
1482
Unified Investment Management
Georgia
$886K +$858K +2,986 New
PWG
1483
Portside Wealth Group
Utah
$884K -$15.2K -53 -2%
PWM
1484
Purus Wealth Management
California
$882K -$23.8K -83 -3%
PP
1485
PDS Planning
Ohio
$880K +$10.9K +38 +1%
CA
1486
Capital Advantage
California
$880K +$852K +2,965 New
TF
1487
Tompkins Financial
New York
$880K +$134K +466 +19%
HC
1488
Hendley & Co
Ohio
$876K – – –
ESB
1489
Essex Savings Bank
Connecticut
$875K +$13.8K +48 +2%
SB
1490
Strategic Blueprint
Georgia
$871K +$14.1K +49 +2%
CB
1491
Centennial Bank
Arkansas
$870K – – –
SFI
1492
SPC Financial Inc
Maryland
$869K +$8.62K +30 +1%
MWS
1493
MFA Wealth Services
California
$868K +$840K +2,925 New
PCH
1494
PGIM Custom Harvest
New Jersey
$864K -$469K -1,634 -36%
KCPG
1495
Kavar Capital Partners Group
Kansas
$864K +$862 +3 +0.1%
CA
1496
Cambridge Advisors
Nebraska
$864K – – –
KWA
1497
Kingswood Wealth Advisors
California
$862K -$222K -773 -21%
V
1498
VeraBank
Texas
$851K +$5.17K +18 +0.6%
BST
1499
Bath Savings Trust
Maine
$850K -$57.5K -200 -7%
HGA
1500
Hobbs Group Advisors
South Carolina
$850K – – –
58 59
60
61 62