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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
1476
Legacy Wealth Management (Mississippi)
Mississippi
$890K – – –
AWA
1477
Authentikos Wealth Advisory
California
$890K +$862K +3,000 New
IC
1478
Iconiq Capital
California
$889K +$432K +1,505 +101%
OWA
1479
Outlook Wealth Advisors
Texas
$888K +$5.46K +19 +0.6%
UIM
1480
Unified Investment Management
Georgia
$886K +$858K +2,986 New
PWG
1481
Portside Wealth Group
Utah
$884K -$15.2K -53 -2%
PWM
1482
Purus Wealth Management
California
$882K -$23.8K -83 -3%
PP
1483
PDS Planning
Ohio
$880K +$10.9K +38 +1%
CA
1484
Capital Advantage
California
$880K +$852K +2,965 New
TF
1485
Tompkins Financial
New York
$880K +$134K +466 +19%
HC
1486
Hendley & Co
Ohio
$876K – – –
ESB
1487
Essex Savings Bank
Connecticut
$875K +$13.8K +48 +2%
SB
1488
Strategic Blueprint
Georgia
$871K +$14.1K +49 +2%
CB
1489
Centennial Bank
Arkansas
$870K – – –
SFI
1490
SPC Financial Inc
Maryland
$869K +$8.62K +30 +1%
MWS
1491
MFA Wealth Services
California
$868K +$840K +2,925 New
PCH
1492
PGIM Custom Harvest
New Jersey
$864K -$469K -1,634 -36%
KCPG
1493
Kavar Capital Partners Group
Kansas
$864K +$862 +3 +0.1%
CA
1494
Cambridge Advisors
Nebraska
$864K – – –
KWA
1495
Kingswood Wealth Advisors
California
$862K -$222K -773 -21%
V
1496
VeraBank
Texas
$851K +$5.17K +18 +0.6%
BST
1497
Bath Savings Trust
Maine
$850K -$57.5K -200 -7%
HGA
1498
Hobbs Group Advisors
South Carolina
$850K – – –
BIP
1499
Blueprint Investment Partners
North Carolina
$849K +$452K +1,572 +122%
WP
1500
Westmount Partners
California
$847K -$68.7K -239 -8%
58 59
60
61 62