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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
1651
American National Bank & Trust
Texas
$868K +$2.56K +8 +0.3%
TVPW
1652
Third View Private Wealth
Connecticut
$864K +$92.5K +289 +13%
APP
1653
Avantax Planning Partners
Iowa
$862K +$320 +1 +0%
TLCM
1654
Twin Lakes Capital Management
California
$856K +$1.28K +4 +0.2%
KFGK
1655
Keystone Financial Group (Kentucky)
Kentucky
$850K +$83.9K +262 +12%
AWA
1656
Amplius Wealth Advisors
Pennsylvania
$850K +$332K +1,036 +70%
AF
1657
Arrow Financial
New York
$849K – – –
GCA
1658
Genesee Capital Advisors
New York
$848K +$172K +537 +27%
PVM
1659
Palogic Value Management
Texas
$848K – – –
EFG
1660
Elevated Financial Group
Indiana
$847K -$208K -650 -21%
AAM
1661
Alphadyne Asset Management
New York
$846K -$6.02M -18,794 -88%
BW
1662
Basepoint Wealth
Iowa
$845K -$67.6K -211 -8%
PIA
1663
Perennial Investment Advisors
California
$841K +$8.96K +28 +1%
AI
1664
Arvest Investments
Arkansas
$839K +$640 +2 +0.1%
DIP
1665
DT Investment Partners
Pennsylvania
$837K – – –
MWM
1666
Maridea Wealth Management
New York
$837K +$567K +1,772 +252%
USB
1667
Union Savings Bank
Connecticut
$836K -$3.84K -12 -0.5%
PAW
1668
Plan A Wealth
Nebraska
$832K +$75.9K +237 +11%
KWM
1669
Keebeck Wealth Management
Illinois
$832K +$247K +773 +46%
BIG
1670
Brookwood Investment Group
Arizona
$829K -$57K -178 -7%
OWA
1671
Opal Wealth Advisors
New York
$828K +$961 +3 +0.1%
OTL
1672
Oak Thistle LLC
New York
$828K +$784K +2,448 New
MFT
1673
Moisand Fitzgerald Tamayo
Florida
$824K +$15.7K +49 +2%
LC
1674
Lavaca Capital
Texas
$824K +$271K +847 +53%
CCA
1675
Coign Capital Advisors
Utah
$822K +$9.61K +30 +1%
65 66
67
68 69