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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
1551
Kennedy Investment Group
New Jersey
$1.06M +$633K +1,977 +171%
UAML
1552
US Asset Management LLC
Pennsylvania
$1.06M – – –
TWM
1553
Tradition Wealth Management
Minnesota
$1.05M +$24K +75 +2%
CG
1554
CFO4Life Group
Texas
$1.05M +$5.44K +17 +0.5%
OAM
1555
Oak Asset Management
California
$1.05M -$97K -303 -9%
CA
1556
Claro Advisors
Massachusetts
$1.05M +$337K +1,052 +52%
PWA
1557
Provenance Wealth Advisors
Florida
$1.04M +$140K +436 +16%
AIM
1558
Advyzon Investment Management
Illinois
$1.04M +$88K +275 +10%
CYG
1559
Clean Yield Group
Vermont
$1.04M – – –
BAM
1560
Byrne Asset Management
New Jersey
$1.04M -$62.4K -195 -6%
WCM
1561
Weaver Capital Management
Georgia
$1.04M – – –
KJHP
1562
K.J. Harrison & Partners
Ontario, Canada
$1.04M -$298K -931 -23%
WA
1563
Westfuller Advisors
New York
$1.04M -$12.5K -39 -1%
OCM
1564
Orleans Capital Management
Louisiana
$1.04M +$64K +200 +7%
TWM
1565
Tanager Wealth Management
United Kingdom
$1.04M +$309K +964 +46%
CIAS
1566
Capital Investment Advisory Services
North Carolina
$1.03M +$27.5K +86 +3%
PWA
1567
Phoenix Wealth Advisors
North Carolina
$1.03M +$191K +597 +24%
OL
1568
Owen LaRue
Kentucky
$1.03M +$480K +1,500 +97%
MSFS
1569
Main Street Financial Solutions
Pennsylvania
$1.03M +$159K +498 +20%
LAM
1570
L2 Asset Management
Massachusetts
$1.03M +$109K +339 +13%
NP
1571
Nilsine Partners
Colorado
$1.03M -$7.68K -24 -0.8%
BTWM
1572
Baker Tilly Wealth Management
Wisconsin
$1.02M +$2.56K +8 +0.3%
SWA
1573
Sax Wealth Advisors
New Jersey
$1.02M +$353K +1,101 +49%
CCA
1574
Childress Capital Advisors
Texas
$1.02M -$33.9K -106 -3%
UM
1575
Ulysses Management
New York
$1.01M +$961K +3,000 New
61 62
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