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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
1576
Cherry Tree Wealth Management
Minnesota
$879K – – –
SBCM
1577
Silverberg Bernstein Capital Management
New York
$879K +$269K +845 +47%
RFG
1578
RFP Financial Group
Georgia
$877K +$4.45K +14 +0.5%
WA
1579
Waddell & Associates
Tennessee
$876K +$3.18K +10 +0.4%
LFM
1580
LGT Fund Management
Liechtenstein
$876K +$237K +745 +39%
UB
1581
Umpqua Bank
Oregon
$871K +$5.09K +16 +0.6%
MIP
1582
Marietta Investment Partners
Wisconsin
$871K +$7.32K +23 +0.9%
AFC
1583
AFT Forsyth & Company
Florida
$869K -$12.7K -40 -2%
PTB
1584
Pioneer Trust Bank
Oregon
$864K – – –
TLCM
1585
Twin Lakes Capital Management
California
$863K +$954 +3 +0.1%
BLFG
1586
Brian Low Financial Group
Louisiana
$862K +$826K +2,596 New
CBT
1587
Central Bank & Trust
Kentucky
$861K – – –
RMP
1588
Richards, Merrill & Peterson
Washington
$860K +$28.3K +89 +4%
OTL
1589
Oak Thistle LLC
New York
$857K +$821K +2,580 New
UIM
1590
Unified Investment Management
Georgia
$851K -$21.6K -68 -3%
KA
1591
Kozak & Associates
Colorado
$848K +$14.6K +46 +2%
APP
1592
Avantax Planning Partners
Iowa
$843K -$91.3K -287 -10%
SIA
1593
SGL Investment Advisors
Montana
$843K +$29.9K +94 +4%
BWA
1594
Burt Wealth Advisors
Maryland
$837K – – –
AWE
1595
Avidian Wealth Enterprises
Texas
$837K +$84K +264 +12%
AI
1596
Arvest Investments
Arkansas
$835K -$10.2K -32 -1%
MFA
1597
Millington Financial Advisors
Illinois
$834K +$2.23K +7 +0.3%
CBT
1598
CoreFirst Bank & Trust
Kansas
$833K -$95.4K -300 -11%
PVM
1599
Palogic Value Management
Texas
$832K – – –
CAM
1600
Cidel Asset Management
Ontario, Canada
$829K -$23.5K -74 -3%
62 63
64
65 66