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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1551
Everhart Financial Group
Ohio
$541K +$97.9K +472 +25%
PGAM
1552
Princeton Global Asset Management
New Jersey
$539K +$20.9K +101 +4%
1WM
1553
1858 Wealth Management
Ohio
$539K – – –
CST
1554
Charles Schwab Trust
Nevada
$536K +$20.9K +101 +4%
MSA
1555
Marino Stram & Associates
Massachusetts
$536K +$1.45K +7 +0.3%
9WM
1556
9258 Wealth Management
Ohio
$535K -$9.75K -47 -2%
DDPIC
1557
Deroy & Devereaux Private Investment Counsel
Michigan
$535K – – –
MFT
1558
Moisand Fitzgerald Tamayo
Florida
$532K -$23K -111 -5%
AC
1559
Allstate Corporation
Illinois
$531K -$4.15K -20 -0.9%
SLA
1560
Silver Lake Advisory
Utah
$527K +$480K +2,315 New
WCFA
1561
Walkner Condon Financial Advisors
Wisconsin
$526K +$33.8K +163 +8%
OPOWM
1562
One Plus One Wealth Management
Florida
$524K – – –
HC
1563
Hamilton Capital
Ohio
$523K -$102K -494 -18%
RPC
1564
Rossmore Private Capital
Connecticut
$523K +$29.2K +141 +7%
SPWG
1565
Sage Private Wealth Group
Illinois
$522K -$39.8K -192 -8%
SFG
1566
Sunburst Financial Group
Alabama
$519K – – –
EDRH
1567
Edmond de Rothschild Holding
Switzerland
$517K +$58.5K +282 +14%
FC
1568
Forte Capital
New York
$517K -$7.05K -34 -1%
PFS
1569
Physicians Financial Services
North Carolina
$517K +$20.7K +100 +5%
AFC
1570
AFT Forsyth & Company
Florida
$515K -$114K -550 -20%
ATFA
1571
All Terrain Financial Advisors
Minnesota
$514K – – –
ECU
1572
Eisler Capital (UK)
United Kingdom
$514K -$3.54M -17,058 -88%
FA
1573
Fiducient Advisors
Illinois
$514K +$468K +2,256 New
AC
1574
Addison Capital
Pennsylvania
$513K +$7.26K +35 +2%
HA
1575
Herold Advisors
New York
$513K – – –
61 62
63
64 65