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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BTD
1526
BankPlus Trust Department
Mississippi
$947K +$9.22K +29 +1%
LAI
1527
Legal Advantage Investments
California
$947K – – –
UCB
1528
United Community Bank
South Carolina
$946K +$24.5K +77 +3%
MWS
1529
MFA Wealth Services
California
$945K +$18.1K +57 +2%
RI
1530
Ridgewood Investments
New Jersey
$936K +$2.86K +9 +0.3%
BF
1531
Brucke Financial
Indiana
$935K -$152K -478 -16%
BW
1532
Basepoint Wealth
Iowa
$932K -$7.63K -24 -0.8%
FFM
1533
Fullerton Fund Management
Singapore
$932K +$572K +1,797 +178%
YIM
1534
Yoffe Investment Management
Pennsylvania
$931K – – –
ME
1535
McIlrath & Eck
Washington
$931K – – –
TW
1536
TritonPoint Wealth
Maryland
$931K +$12.7K +40 +1%
ESB
1537
Essex Savings Bank
Connecticut
$931K -$31.2K -98 -3%
WPW
1538
Warther Private Wealth
Ohio
$930K -$6.04K -19 -0.7%
KA
1539
Kearns & Associates
California
$930K – – –
PWP
1540
Pursue Wealth Partners
California
$930K – – –
LW
1541
Linscomb Wealth
Texas
$928K -$48K -151 -5%
CFP
1542
Catalyst Financial Partners
Massachusetts
$927K +$28.6K +90 +3%
FFA
1543
Fortune Financial Advisors
Kansas
$927K -$1.27K -4 -0.1%
BMC
1544
Benin Management Corp
Connecticut
$926K +$8.27K +26 +0.9%
HGA
1545
Hobbs Group Advisors
South Carolina
$924K – – –
FDP
1546
Financiere des Professionnels
Quebec, Canada
$923K – – –
IAIM
1547
International Assets Investment Management
Florida
$920K – – –
AC
1548
AlphaCore Capital
California
$919K +$211K +663 +32%
PWA
1549
Phoenix Wealth Advisors
North Carolina
$914K +$197K +619 +29%
GLLW
1550
Graves Light Lenhart Wealth
Virginia
$913K -$318 -1 -0%
60 61
62
63 64