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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1501
Arrow Financial
New York
$999K +$119K +375 +14%
RMCM
1502
Reynders McVeigh Capital Management
Massachusetts
$998K -$318 -1 -0%
FWM
1503
FFT Wealth Management
Pennsylvania
$996K – – –
LWMM
1504
Legacy Wealth Management (Mississippi)
Mississippi
$996K – – –
CFG
1505
Cooper Financial Group
California
$996K -$4.45K -14 -0.5%
ACM
1506
Aljian Capital Management
Nevada
$995K -$14.9K -47 -2%
AWM
1507
Angeles Wealth Management
California
$982K +$15.3K +48 +2%
CFG
1508
Chapman Financial Group
Hawaii
$981K – – –
LFA
1509
Legacy Financial Advisors
Kentucky
$981K -$98K -308 -9%
TWM
1510
Tradition Wealth Management
Minnesota
$980K -$58.2K -183 -6%
TTWM
1511
TCV Trust & Wealth Management
Virginia
$980K -$35.3K -111 -4%
MCM
1512
Mattern Capital Management
Colorado
$977K +$133K +418 +17%
CAM
1513
Creekmur Asset Management
Illinois
$974K -$280K -881 -23%
CB
1514
Centennial Bank
Arkansas
$974K – – –
BST
1515
Bath Savings Trust
Maine
$971K +$9.86K +31 +1%
BAM
1516
Belpointe Asset Management
Nevada
$970K -$202K -635 -18%
MSWM
1517
McGlone Suttner Wealth Management
Wisconsin
$967K +$9.22K +29 +1%
CA
1518
Cambridge Advisors
Nebraska
$967K – – –
LWM
1519
LongView Wealth Management
Georgia
$965K +$1.27K +4 +0.1%
CAS
1520
CTC Alternative Strategies
Illinois
$963K +$611K +1,920 +196%
TSS
1521
Two Sigma Securities
New York
$962K +$921K +2,895 New
OL
1522
one8zero8 LLC
North Carolina
$957K +$19.1K +60 +2%
SFI
1523
SPC Financial Inc
Maryland
$952K +$10.2K +32 +1%
OWA
1524
Outlook Wealth Advisors
Texas
$951K -$23.2K -73 -2%
PWM
1525
Purus Wealth Management
California
$950K -$7K -22 -0.8%
59 60
61
62 63