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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1551
Avion Wealth
Texas
$107K -$33.2K -300 -25%
PMFA
1552
Plante Moran Financial Advisors
Michigan
$106K +$4.1K +37 +4%
RA
1553
Reby Advisors
Connecticut
$105K +$96.4K +870 New
FFA
1554
Freedman Financial Associates
Massachusetts
$103K +$94K +849 New
FMP
1555
Financial Management Professionals
Texas
$100K +$4.54K +41 +5%
BWM
1556
BerganKDV Wealth Management
Minnesota
$99K +$111 +1 +0.1%
MGIM
1557
M&G Investment Management
United Kingdom
$97.4K -$45.2M -408,555 -34%
FFC
1558
First Financial Corp
Indiana
$96K – – –
SCM
1559
Sirios Capital Management
Massachusetts
$95K -$6.98K -63 -7%
VCM
1560
Versant Capital Management
Arizona
$95K -$5.43K -49 -6%
EWM
1561
Endurance Wealth Management
Rhode Island
$94K – – –
SL
1562
Savior LLC
Massachusetts
$93K +$5.21K +47 +6%
KFS
1563
Kelly Financial Services
Massachusetts
$92.4K -$4.98K -45 -6%
HCM
1564
Highlander Capital Management
New Jersey
$91K – – –
TFO
1565
Tarbox Family Office
California
$89K – – –
WA
1566
Wealth Advisors
California
$88K +$80.3K +725 New
NSB
1567
Norway Savings Bank
Maine
$86K +$4.87K +44 +7%
DAC
1568
Dividend Assets Capital
South Carolina
$86K +$79.2K +715 New
BG
1569
Bollard Group
Massachusetts
$84K – – –
RPWA
1570
Regent Peak Wealth Advisors
Georgia
$84K +$77.3K +698 New
BWM
1571
Birchcreek Wealth Management
Ohio
$84K +$77.4K +699 New
FMTCOCP
1572
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$83K -$33.2K -300 -30%
AA
1573
Ancora Advisors
Ohio
$83K -$12.7K -115 -14%
GAM
1574
Gemmer Asset Management
California
$82K – – –
TPWA
1575
TRUE Private Wealth Advisors
Oregon
$80K – – –
61 62
63
64 65