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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1526
TritonPoint Wealth
Maryland
$881K +$25.9K +92 +3%
CCA
1527
Childress Capital Advisors
Texas
$880K +$108K +385 +16%
SIA
1528
SkyView Investment Advisors
New Jersey
$878K -$5.63K -20 -0.7%
GLLW
1529
Graves Light Lenhart Wealth
Virginia
$878K – – –
PWPS
1530
Pinnacle Wealth Planning Services
Ohio
$877K +$2.25K +8 +0.3%
ITIM
1531
Indiana Trust & Investment Management
Indiana
$876K – – –
AA
1532
Alta Advisers
United Kingdom
$875K – – –
LA
1533
Lifeworks Advisors
Michigan
$875K -$34.9K -124 -4%
SG
1534
StoneX Group
New York
$874K -$46.4K -165 -6%
MFG
1535
Midwest Financial Group
Kansas
$872K – – –
KP
1536
Keel Point
Alabama
$865K +$63.9K +227 +9%
NFSG
1537
Newbridge Financial Services Group
Florida
$864K +$73.7K +262 +11%
MCC
1538
Money Concepts Capital
Florida
$864K +$19.4K +69 +3%
HAIM
1539
Hunter Associates Investment Management
Pennsylvania
$862K – – –
CFP
1540
Catalyst Financial Partners
Massachusetts
$862K +$33.2K +118 +5%
BDA
1541
Borer Denton & Associates
Pennsylvania
$857K – – –
HIM
1542
Hillsdale Investment Management
Ontario, Canada
$855K +$11.3K +40 +2%
CM
1543
Castleark Management
Illinois
$853K – – –
HA
1544
Herold Advisors
New York
$851K -$84.7K -301 -10%
PWA
1545
Provenance Wealth Advisors
Florida
$850K -$8.44K -30 -1%
AFC
1546
AFT Forsyth & Company
Florida
$847K -$14.1K -50 -2%
MA
1547
MCF Advisors
Kentucky
$845K +$1.97K +7 +0.3%
CTWM
1548
Cherry Tree Wealth Management
Minnesota
$844K -$12.4K -44 -2%
RFG
1549
RFP Financial Group
Georgia
$843K -$844 -3 -0.1%
AF
1550
Arrow Financial
New York
$840K -$13.8K -49 -2%
60 61
62
63 64