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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1476
Empirical Asset Management
Massachusetts
$810K -$4.43M -14,973 -83%
LA
1477
LVW Advisors
New York
$809K -$76.3K -258 -8%
LW
1478
Linscomb Wealth
Texas
$808K – – –
LWMM
1479
Legacy Wealth Management (Mississippi)
Mississippi
$807K – – –
FWM
1480
FFT Wealth Management
Pennsylvania
$807K +$887K +3,000 New
EB
1481
Exchange Bank
California
$804K -$25.7K -87 -3%
PFA
1482
Pathway Financial Advisers
Indiana
$801K +$108K +366 +14%
HA
1483
Herold Advisors
New York
$799K +$295K +997 +51%
PFS
1484
Physicians Financial Services
North Carolina
$798K +$191K +645 +28%
TF
1485
Tompkins Financial
New York
$797K – – –
OWA
1486
Outlook Wealth Advisors
Texas
$797K -$8.57K -29 -1%
SA
1487
SRN Advisors
Pennsylvania
$794K -$396K -1,340 -31%
CB
1488
Centennial Bank
Arkansas
$789K – – –
AWM
1489
Accurate Wealth Management
Florida
$787K +$180K +609 +24%
FFL
1490
Future Fund LLC
Illinois
$786K +$863K +2,921 New
BST
1491
Bath Savings Trust
Maine
$785K +$15.4K +52 +2%
CA
1492
Cambridge Advisors
Nebraska
$783K – – –
SG
1493
StoneX Group
New York
$782K -$31K -105 -3%
LAM
1494
Lewis Asset Management
California
$781K -$33.4K -113 -4%
MJP
1495
Michael J. Puzo
$781K +$474K +1,603 +123%
PWM
1496
Purus Wealth Management
California
$779K -$23.1K -78 -3%
BW
1497
Basepoint Wealth
Iowa
$772K -$57.3K -194 -6%
LA
1498
Lifeworks Advisors
Michigan
$771K -$107K -361 -11%
ESB
1499
Essex Savings Bank
Connecticut
$770K -$25.4K -86 -3%
MWS
1500
MFA Wealth Services
California
$767K -$21.6K -73 -2%
58 59
60
61 62