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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1551
Pathway Financial Advisers
Indiana
$774K +$26.7K +93 +4%
TIA
1552
Traphagen Investment Advisors
New Jersey
$772K -$575 -2 -0.1%
DSC
1553
Duncker Streett & Co
Missouri
$772K – – –
PTB
1554
Pioneer Trust Bank
Oregon
$772K – – –
OFS
1555
OneAscent Financial Services
Alabama
$765K +$319K +1,110 +76%
OF
1556
Outfitter Financial
Maine
$764K -$14.4K -50 -2%
SIA
1557
SkyView Investment Advisors
New Jersey
$763K +$42.2K +147 +6%
FFA
1558
Fortune Financial Advisors
Kansas
$763K -$13.2K -46 -2%
SCA
1559
Sippican Capital Advisors
Massachusetts
$759K – – –
FCCM
1560
First City Capital Management
Georgia
$759K -$7.18K -25 -1%
CW
1561
Channel Wealth
California
$759K -$4.6K -16 -0.6%
MAM
1562
McLean Asset Management
Virginia
$758K +$40.8K +142 +6%
AIS
1563
Accredited Investor Services
Minnesota
$758K +$733K +2,553 New
AIM
1564
Athena Investment Management
California
$753K -$26.1K -91 -3%
CFP
1565
Catalyst Financial Partners
Massachusetts
$750K +$12.4K +43 +2%
AC
1566
ASB Consultores
Florida
$750K -$58.3K -203 -7%
BWA
1567
Burt Wealth Advisors
Maryland
$748K +$1.72K +6 +0.2%
APP
1568
Avantax Planning Partners
Iowa
$748K -$58K -202 -7%
MWA
1569
Meridian Wealth Advisors
Texas
$744K – – –
PAI
1570
Pittenger & Anderson Inc
Nebraska
$744K +$101K +350 +16%
PVM
1571
Palogic Value Management
Texas
$744K – – –
SS
1572
Sunbelt Securities
Texas
$743K +$67.2K +234 +10%
EI
1573
Ecofi Investissements
France
$742K +$144K +500 +23%
HIP
1574
HUB Investment Partners
Texas
$742K +$53.2K +185 +8%
AWM
1575
Accurate Wealth Management
Florida
$742K +$83.9K +292 +13%
61 62
63
64 65