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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1626
Advisory Alpha
Michigan
$726K +$117K +417 +22%
DW30
1627
Drucker Wealth 3.0
New Jersey
$723K +$79.1K +281 +14%
RCA
1628
Roberts Capital Advisors
Colorado
$722K – – –
KIM
1629
Kane Investment Management
California
$721K -$70.9K -252 -10%
TWM
1630
Tanager Wealth Management
United Kingdom
$721K -$151K -536 -19%
ATFA
1631
All Terrain Financial Advisors
Minnesota
$721K – – –
AWE
1632
Avidian Wealth Enterprises
Texas
$720K +$90.9K +323 +17%
BHIA
1633
Birch Hill Investment Advisors
Massachusetts
$718K – – –
SRC
1634
Shufro Rose & Co
New York
$716K -$113K -400 -13%
GI
1635
Gradient Investments
Minnesota
$715K -$12.8M -45,526 -95%
PWM
1636
Partnership Wealth Management
Maryland
$714K +$14.9K +53 +2%
RRA
1637
Round Rock Advisors
Connecticut
$712K -$51.2K -182 -8%
SIA
1638
SGL Investment Advisors
Montana
$709K +$399K +1,418 +173%
GLA
1639
Good Life Advisors
Pennsylvania
$707K +$13.5K +48 +2%
CD
1640
Chapin Davis
Maryland
$707K -$3.38K -12 -0.5%
HCM
1641
Howland Capital Management
Massachusetts
$707K +$25.3K +90 +4%
RIG
1642
RiverFront Investment Group
Virginia
$707K +$170K +604 +37%
BCG
1643
Breakwater Capital Group
New Jersey
$706K -$35.2K -125 -5%
TWP
1644
Tower Wealth Partners
Pennsylvania
$706K -$2.81K -10 -0.5%
HBW
1645
Hazlett, Burt & Watson
West Virginia
$705K -$16.9K -60 -3%
BFG
1646
Berger Financial Group
Minnesota
$702K +$3.94K +14 +0.6%
SNBOSD
1647
Security National Bank of So Dak
Iowa
$702K – – –
EFSCE
1648
Enterprise Financial Services Corp (EFSC)
Missouri
$700K +$17.4K +62 +3%
CCA
1649
Coign Capital Advisors
Utah
$699K +$10.7K +38 +2%
QPW
1650
Quantum Private Wealth
Florida
$699K – – –
64 65
66
67 68