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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1576
Continuum Advisory
Idaho
$305K -$4.43K -26 -1%
WCM
1577
Washington Capital Management
Washington
$305K – – –
CH
1578
Canton Hathaway
Rhode Island
$304K -$256K -1,500 -45%
TFS
1579
Thoroughbred Financial Services
Tennessee
$304K +$55.4K +325 +21%
SWA
1580
Sax Wealth Advisors
New Jersey
$304K +$317K +1,861 New
VWM
1581
Valley Wealth Managers
New Jersey
$303K – – –
NA
1582
Nottingham Advisors
New York
$301K – – –
SWM
1583
Stockman Wealth Management
Montana
$300K -$5.12K -30 -2%
BFPW
1584
BOK Financial Private Wealth
Colorado
$300K -$4.43K -26 -1%
WWM
1585
Wolff Wiese Magana
California
$300K +$2.05K +12 +0.7%
BCM
1586
BTC Capital Management
Iowa
$299K +$68.2K +400 +28%
BC
1587
Brookfield Corp
Ontario, Canada
$298K +$311K +1,821 New
SCA
1588
Snowden Capital Advisors
New York
$297K -$88.5K -519 -22%
KWA
1589
KCS Wealth Advisory
California
$297K -$1.71K -10 -0.5%
FFA
1590
Founders Financial Alliance
North Carolina
$297K – – –
TA
1591
Trellis Advisors
Washington
$297K – – –
HPWM
1592
Highland Private Wealth Management
Washington
$296K +$8.02K +47 +3%
NCM
1593
Northside Capital Management
Oregon
$295K – – –
JDR
1594
Jay D. Rosenbaum
$295K +$308K +1,804 New
PIA
1595
Perennial Investment Advisors
California
$294K -$16.9K -99 -5%
CHC
1596
City Holding Co
West Virginia
$294K – – –
SWA
1597
Stratos Wealth Advisors
Ohio
$293K +$16.9K +99 +6%
SS
1598
Sunbelt Securities
Texas
$293K +$258K +1,512 New
LWA
1599
Lineweaver Wealth Advisors
Ohio
$291K -$23.2K -136 -7%
FMBTD
1600
First Midwest Bank Trust Division
Illinois
$290K – – –
62 63
64
65 66