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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1601
Quantum Financial Advisors
California
$752K – – –
SCA
1602
Stonebridge Capital Advisors
Minnesota
$751K -$281 -1 -0%
JWBC
1603
John W. Bristol & Co
New York
$750K -$93.2K -331 -12%
OWA
1604
One Wealth Advisors
California
$750K +$2.25K +8 +0.3%
WFA
1605
WMG Financial Advisors
Tennessee
$749K -$1.13K -4 -0.2%
MFT
1606
Moisand Fitzgerald Tamayo
Florida
$749K +$2.81K +10 +0.4%
AIM
1607
Athena Investment Management
California
$749K -$1.69K -6 -0.3%
KWA
1608
Kingswood Wealth Advisors
California
$748K -$57.1K -203 -8%
LC
1609
Lavaca Capital
Texas
$747K +$29.3K +104 +5%
WFI
1610
West Family Investments
California
$746K +$153K +543 +30%
VAG
1611
VisionPoint Advisory Group
Texas
$742K +$60.2K +214 +10%
SS
1612
Sunbelt Securities
Texas
$742K +$9.01K +32 +1%
NAS
1613
Nicolet Advisory Services
Wisconsin
$741K +$220K +782 +45%
DE
1614
Diversified Enterprises
Delaware
$741K -$36.9K -131 -5%
OFS
1615
OneAscent Financial Services
Alabama
$739K -$1.12M -3,978 -63%
PHAM
1616
Palisades Hudson Asset Management
Florida
$738K – – –
MAM
1617
MWA Asset Management
Massachusetts
$738K -$18K -64 -3%
IQI
1618
Integrated Quantitative Investments
Washington
$737K +$650K +2,311 New
SEIA
1619
Signature Estate & Investment Advisors
California
$737K +$21.7K +77 +3%
RCG
1620
Regatta Capital Group
California
$734K -$15.2K -54 -2%
TIA
1621
Traphagen Investment Advisors
New Jersey
$730K -$586K -2,081 -88%
SMA
1622
Seven Mile Advisory
New Jersey
$729K +$15.8K +56 +3%
NMC
1623
Nine Masts Capital
Hong Kong
$729K +$643K +2,284 New
CHAM
1624
Clear Harbor Asset Management
Connecticut
$728K – – –
PAA
1625
Peregrine Asset Advisers
Oregon
$727K +$641K +2,279 New
63 64
65
66 67