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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1601
Purus Wealth Management
California
$1.02M -$33.3K -93 -3%
LW
1602
Linscomb Wealth
Texas
$1.02M -$14K -39 -1%
ITIM
1603
Indiana Trust & Investment Management
Indiana
$1.02M – – –
SG
1604
StoneX Group
New York
$1.01M +$119K +333 +14%
MFG
1605
Midwest Financial Group
Kansas
$1.01M – – –
TW
1606
TritonPoint Wealth
Maryland
$1.01M -$25.1K -70 -2%
BW
1607
Basepoint Wealth
Iowa
$1.01M -$29.3K -82 -3%
CCG
1608
Cypress Capital Group
Florida
$1.01M +$210K +586 +27%
HAIM
1609
Hunter Associates Investment Management
Pennsylvania
$1M +$1.79K +5 +0.2%
SWM
1610
Sendero Wealth Management
Texas
$1M +$10K +28 +1%
PWA
1611
Phoenix Wealth Advisors
North Carolina
$1M -$15.7K -44 -2%
LFA
1612
Legacy Financial Advisors
Kentucky
$996K -$93K -260 -9%
KA
1613
Klingman & Associates
New York
$996K -$259K -723 -21%
HFM
1614
Hartford Financial Management
Connecticut
$995K -$2.15K -6 -0.2%
BDA
1615
Borer Denton & Associates
Pennsylvania
$994K – – –
FMLI
1616
Fukoku Mutual Life Insurance
Japan
$991K +$286K +800 +43%
CM
1617
Castleark Management
Illinois
$990K – – –
WFA
1618
Wellspring Financial Advisors
Ohio
$989K +$563K +1,574 +144%
BIG
1619
Brookwood Investment Group
Arizona
$988K +$66.9K +187 +8%
MSWM
1620
McGlone Suttner Wealth Management
Wisconsin
$987K -$86.2K -241 -8%
MSFS
1621
Main Street Financial Solutions
Pennsylvania
$987K -$198K -554 -17%
SRC
1622
Shufro Rose & Co
New York
$985K – – –
CAGAS
1623
Capital Advisory Group Advisory Services
Minnesota
$982K -$4.29K -12 -0.4%
WA
1624
Waddell & Associates
Tennessee
$982K +$6.08K +17 +0.6%
PWA
1625
Provenance Wealth Advisors
Florida
$982K -$3.58K -10 -0.4%
63 64
65
66 67