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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1651
AFT Forsyth & Company
Florida
$885K – – –
FNBOH
1652
First National Bank of Hutchinson
Kansas
$883K +$836K +2,611 New
PWPS
1653
Pinnacle Wealth Planning Services
Ohio
$882K -$3.52K -11 -0.4%
TP
1654
TritonPoint Partners
Maryland
$881K +$434K +1,357 +109%
GLLW
1655
Graves Light Lenhart Wealth
Virginia
$880K – – –
FPL
1656
Fortress Private Ledger
North Carolina
$879K +$153K +479 +23%
LWM
1657
LongView Wealth Management
Georgia
$877K -$40.7K -127 -5%
SCM
1658
Sandler Capital Management
New York
$875K +$829K +2,588 New
CFG
1659
Chapman Financial Group
Hawaii
$874K – – –
IP
1660
Indivisible Partners
Florida
$874K +$112K +349 +16%
GI
1661
Gradient Investments
Minnesota
$873K +$344K +1,074 +71%
TW
1662
TritonPoint Wealth
Maryland
$869K -$60.5K -189 -7%
EB
1663
Exchange Bank
California
$869K – – –
ANBT
1664
American National Bank & Trust
Texas
$868K +$2.56K +8 +0.3%
TVPW
1665
Third View Private Wealth
Connecticut
$864K +$92.5K +289 +13%
APP
1666
Avantax Planning Partners
Iowa
$862K +$320 +1 +0%
TLCM
1667
Twin Lakes Capital Management
California
$856K +$1.28K +4 +0.2%
KFGK
1668
Keystone Financial Group (Kentucky)
Kentucky
$850K +$83.9K +262 +12%
AWA
1669
Amplius Wealth Advisors
Pennsylvania
$850K +$332K +1,036 +70%
AF
1670
Arrow Financial
New York
$849K – – –
GCA
1671
Genesee Capital Advisors
New York
$848K +$172K +537 +27%
PVM
1672
Palogic Value Management
Texas
$848K – – –
EFG
1673
Elevated Financial Group
Indiana
$847K -$208K -650 -21%
AAM
1674
Alphadyne Asset Management
New York
$846K -$6.02M -18,794 -88%
BW
1675
Basepoint Wealth
Iowa
$845K -$67.6K -211 -8%
65 66
67
68 69