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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
1526
Founders Financial Securities
Maryland
$743K +$221K +748 +36%
FFA
1527
Founders Financial Alliance
North Carolina
$742K +$25.7K +87 +3%
USB
1528
Union Savings Bank
Connecticut
$741K – – –
GLLW
1529
Graves Light Lenhart Wealth
Virginia
$740K +$20.1K +68 +3%
OFO
1530
OneAscent Family Office
Alabama
$740K +$364K +1,231 +81%
ITIM
1531
Indiana Trust & Investment Management
Indiana
$739K -$5.03K -17 -0.6%
AA
1532
Alta Advisers
United Kingdom
$738K +$266K +900 +49%
PWPS
1533
Pinnacle Wealth Planning Services
Ohio
$737K -$21.3K -72 -3%
APWA
1534
Atlas Private Wealth Advisors
New Jersey
$737K +$22.2K +75 +3%
TSWM
1535
Triangle Securities Wealth Management
North Carolina
$736K +$14.8K +50 +2%
MFG
1536
Midwest Financial Group
Kansas
$735K +$2.96K +10 +0.4%
BAM
1537
Blueshift Asset Management
New Jersey
$734K +$482K +1,631 +149%
CFG
1538
Cooper Financial Group
California
$731K +$103K +347 +15%
AFC
1539
AFT Forsyth & Company
Florida
$728K – – –
HAIM
1540
Hunter Associates Investment Management
Pennsylvania
$728K – – –
AFP
1541
Ausdal Financial Partners
Iowa
$726K +$443K +1,500 +125%
PWA
1542
Provenance Wealth Advisors
Florida
$725K -$171K -579 -18%
CTWM
1543
Cherry Tree Wealth Management
Minnesota
$724K +$15.7K +53 +2%
BDA
1544
Borer Denton & Associates
Pennsylvania
$723K -$14.8K -50 -2%
AF
1545
Arrow Financial
New York
$722K -$4.43K -15 -0.6%
JWBC
1546
John W. Bristol & Co
New York
$722K -$50K -169 -6%
PFA
1547
Pure Financial Advisors
California
$720K +$182K +616 +30%
CM
1548
Castleark Management
Illinois
$720K – – –
MSFS
1549
Main Street Financial Solutions
Pennsylvania
$719K +$468K +1,584 +145%
TW
1550
TritonPoint Wealth
Maryland
$718K -$4.14K -14 -0.5%
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