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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1526
WBH Advisory
Maryland
$993K – – –
AIM
1527
Allen Investment Management
New York
$992K – – –
BAM
1528
Byrne Asset Management
New Jersey
$989K -$166K -495 -13%
CTC
1529
Cetera Trust Company
Minnesota
$986K – – –
FWM
1530
FFT Wealth Management
Pennsylvania
$985K +$867K +2,586 +386%
GWM
1531
Geneos Wealth Management
Colorado
$983K +$27.5K +82 +3%
DM
1532
Delphi Management
Massachusetts
$980K -$315K -940 -22%
WFAG
1533
Worth Financial Advisory Group
North Carolina
$979K -$319K -951 -90%
SW
1534
SteelPeak Wealth
California
$977K +$108K +321 +11%
NP
1535
Nilsine Partners
Colorado
$975K -$156K -464 -13%
SBFM
1536
S-Bank Fund Management
Finland
$973K -$40.2K -120 -4%
HR
1537
Howe & Rusling
New York
$965K – – –
MCC
1538
Money Concepts Capital
Florida
$965K +$31.2K +93 +3%
NFSG
1539
Newbridge Financial Services Group
Florida
$962K +$300K +895 +39%
LFA
1540
Legacy Financial Advisors
Kentucky
$960K +$161K +481 +18%
CA
1541
Continuum Advisory
Idaho
$957K -$16.8K -50 -2%
EFG
1542
Elevated Financial Group
Indiana
$954K -$25.1K -75 -2%
PCM
1543
Palisade Capital Management
New Jersey
$947K +$423K +1,262 +68%
UAML
1544
US Asset Management LLC
Pennsylvania
$945K -$8.72K -26 -0.8%
SWMG
1545
Signature Wealth Management Group
Georgia
$944K -$1.59M -4,733 -60%
CCA
1546
Childress Capital Advisors
Texas
$943K -$135K -402 -11%
RIA
1547
Richwood Investment Advisors
Ohio
$942K -$34.2K -102 -3%
WA
1548
Westfuller Advisors
New York
$940K +$4.69K +14 +0.5%
LAM
1549
Lewis Asset Management
California
$940K -$14.4K -43 -1%
PTC
1550
Philadelphia Trust Company
Pennsylvania
$936K -$168K -500 -14%
60 61
62
63 64