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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1626
Tower Wealth Partners
Pennsylvania
$797K +$59.2K +186 +8%
SG
1627
StoneX Group
New York
$796K -$109K -343 -13%
PCG
1628
PFC Capital Group
California
$796K – – –
WCG
1629
Weaver Consulting Group
California
$793K +$2.23K +7 +0.3%
RRA
1630
Round Rock Advisors
Connecticut
$791K +$47.7K +150 +7%
CWM
1631
Consultiva Wealth Management
Puerto Rico
$791K – – –
CCA
1632
Coign Capital Advisors
Utah
$790K +$59.5K +187 +9%
MSA
1633
Marino Stram & Associates
Massachusetts
$790K – – –
MMG
1634
Monetary Management Group
Missouri
$789K – – –
WFI
1635
West Family Investments
California
$785K +$7.63K +24 +1%
ZBNA
1636
Zions Bancorporation, National Association
Utah
$785K +$73.8K +232 +11%
NAS
1637
Nicolet Advisory Services
Wisconsin
$785K -$40.1K -126 -5%
KCPG
1638
Kavar Capital Partners Group
Kansas
$785K – – –
KIM
1639
Kane Investment Management
California
$785K +$31.8K +100 +4%
DE
1640
Diversified Enterprises
Delaware
$783K +$10.8K +34 +1%
QFA
1641
Quantum Financial Advisors
California
$783K – – –
SCA
1642
Stonebridge Capital Advisors
Minnesota
$782K – – –
JWBC
1643
John W. Bristol & Co
New York
$781K – – –
CCC
1644
Compass Capital Corp
Massachusetts
$780K +$27K +85 +4%
OWA
1645
One Wealth Advisors
California
$780K -$636 -2 -0.1%
DW30
1646
Drucker Wealth 3.0
New Jersey
$777K +$19.1K +60 +3%
TCA
1647
Transcend Capital Advisors
New Jersey
$772K +$168K +528 +29%
WFA
1648
WMG Financial Advisors
Tennessee
$772K -$7.95K -25 -1%
SWA
1649
Sax Wealth Advisors
New Jersey
$772K +$87.5K +275 +13%
PHAM
1650
Palisades Hudson Asset Management
Florida
$769K – – –
64 65
66
67 68