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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1526
Avidian Wealth Enterprises
Texas
$309K +$310K +2,092 New
9WM
1527
9258 Wealth Management
Ohio
$309K – – –
CT
1528
Columbia Trust
Oregon
$309K -$25.9K -175 -8%
WDG
1529
Wealth Dimensions Group
Ohio
$308K -$4K -27 -1%
TFA
1530
Toth Financial Advisory
Virginia
$307K -$11.4K -77 -4%
PFS
1531
Physicians Financial Services
North Carolina
$306K +$7.41K +50 +2%
EDRH
1532
Edmond de Rothschild Holding
Switzerland
$306K +$17K +115 +6%
WA
1533
Waddell & Associates
Tennessee
$305K +$1.93K +13 +0.6%
WCM
1534
Whitener Capital Management
North Carolina
$304K – – –
RCA
1535
Ranch Capital Advisors
Florida
$303K – – –
MFC
1536
Mechanics Financial Corp
Ohio
$303K – – –
AMG
1537
Advisors Management Group
Wisconsin
$303K +$6.22K +42 +2%
FAIM
1538
Financial Advocates Investment Management
Washington
$303K -$27.1K -183 -8%
CST
1539
Charles Schwab Trust
Nevada
$303K – – –
TNB
1540
Thomasville National Bank
Georgia
$302K – – –
KMWM
1541
Keudell/Morrison Wealth Management
Oregon
$301K – – –
SCA
1542
Stonebridge Capital Advisors
Minnesota
$301K +$22.5K +152 +8%
TA
1543
Trellis Advisors
Washington
$300K +$22.8K +154 +8%
CBT
1544
Central Bank & Trust
Kentucky
$300K – – –
IWA
1545
Intercontinental Wealth Advisors
Texas
$300K +$593 +4 +0.2%
BWA
1546
BDO Wealth Advisors
Florida
$300K -$8.59K -58 -3%
RWB
1547
RMR Wealth Builders
New Jersey
$299K +$55.4K +374 +23%
ACM
1548
Allred Capital Management
Texas
$299K +$37.2K +251 +14%
APA
1549
Astoria Portfolio Advisors
New York
$298K +$18.5K +125 +7%
GKWIM
1550
Gerber Kawasaki Wealth & Investment Management
California
$298K +$7.26K +49 +2%
60 61
62
63 64