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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1601
Core Wealth Partners
California
$271K +$450K +3,035 New
AWM
1602
Arista Wealth Management
Nevada
$271K +$272K +1,835 New
SWM
1603
Stockman Wealth Management
Montana
$268K -$2.96K -20 -1%
NCM
1604
Northside Capital Management
Oregon
$267K – – –
IAIM
1605
Industrial Alliance Investment Management
Quebec, Canada
$266K +$21.3K +144 +9%
SCM
1606
Shelton Capital Management
Colorado
$266K -$702K -4,737 -72%
CFO
1607
Callan Family Office
Pennsylvania
$264K +$265K +1,788 New
PCM
1608
Parsons Capital Management
Rhode Island
$264K -$4.59K -31 -2%
PIA
1609
Pinion Investment Advisors
Kansas
$263K -$68.2K -460 -21%
CS
1610
Comerica Securities
Michigan
$263K -$3.41K -23 -1%
BCM
1611
BTC Capital Management
Iowa
$262K +$33.3K +225 +15%
LFA
1612
Legacy Financial Advisors
Kentucky
$262K +$41K +277 +18%
HWA
1613
HCR Wealth Advisors
California
$262K – – –
BEI
1614
Benjamin Edwards Inc
Missouri
$262K +$34.4K +232 +15%
SG
1615
StoneX Group
New York
$262K +$16.3K +110 +7%
HWM
1616
Hohimer Wealth Management
Washington
$262K +$262K +1,771 New
AO
1617
Advisor OS
Illinois
$260K +$261K +1,763 New
W
1618
Wealthquest
Ohio
$260K – – –
WCM
1619
Windsor Capital Management
Arizona
$260K -$19K -128 -7%
LI
1620
LMCG Investments
Massachusetts
$260K -$2.07K -14 -0.8%
SIAP
1621
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$260K +$8.74K +59 +3%
PP
1622
PDS Planning
Ohio
$260K +$19.9K +134 +8%
LC
1623
LCNB Corp
Ohio
$260K – – –
SCM
1624
SKBA Capital Management
California
$259K +$29.6K +200 +13%
KC
1625
Kenfarb & Co
Kentucky
$259K – – –
63 64
65
66 67