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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1576
Canton Hathaway
Rhode Island
$304K -$256K -1,500 -45%
TFS
1577
Thoroughbred Financial Services
Tennessee
$304K +$55.4K +325 +21%
SWA
1578
Sax Wealth Advisors
New Jersey
$304K +$317K +1,861 New
VWM
1579
Valley Wealth Managers
New Jersey
$303K – – –
NA
1580
Nottingham Advisors
New York
$301K – – –
SWM
1581
Stockman Wealth Management
Montana
$300K -$5.12K -30 -2%
BFPW
1582
BOK Financial Private Wealth
Colorado
$300K -$4.43K -26 -1%
WWM
1583
Wolff Wiese Magana
California
$300K +$2.05K +12 +0.7%
BCM
1584
BTC Capital Management
Iowa
$299K +$68.2K +400 +28%
BC
1585
Brookfield Corp
Ontario, Canada
$298K +$311K +1,821 New
SCA
1586
Snowden Capital Advisors
New York
$297K -$88.5K -519 -22%
KWA
1587
KCS Wealth Advisory
California
$297K -$1.71K -10 -0.5%
FFA
1588
Founders Financial Alliance
North Carolina
$297K – – –
TA
1589
Trellis Advisors
Washington
$297K – – –
HPWM
1590
Highland Private Wealth Management
Washington
$296K +$8.02K +47 +3%
NCM
1591
Northside Capital Management
Oregon
$295K – – –
JDR
1592
Jay D. Rosenbaum
$295K +$308K +1,804 New
PIA
1593
Perennial Investment Advisors
California
$294K -$16.9K -99 -5%
CHC
1594
City Holding Co
West Virginia
$294K – – –
SWA
1595
Stratos Wealth Advisors
Ohio
$293K +$16.9K +99 +6%
SS
1596
Sunbelt Securities
Texas
$293K +$258K +1,512 New
LWA
1597
Lineweaver Wealth Advisors
Ohio
$291K -$23.2K -136 -7%
FMBTD
1598
First Midwest Bank Trust Division
Illinois
$290K – – –
HWA
1599
HHM Wealth Advisors
Tennessee
$290K – – –
HWA
1600
HCR Wealth Advisors
California
$290K +$1.71K +10 +0.6%
62 63
64
65 66