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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
1651
Richard W. Paul & Associates
Michigan
$351K -$10.3K -64 -3%
RMDI
1652
R.M. Davis Inc
Maine
$349K -$11.6K -72 -4%
KWM
1653
Kolinsky Wealth Management
New Jersey
$348K +$27.5K +171 +10%
R
1654
Rebalance
California
$348K – – –
TIM
1655
Thompson Investment Management
Wisconsin
$348K – – –
AWM
1656
Arista Wealth Management
Nevada
$347K +$483 +3 +0.2%
KWA
1657
Kingswood Wealth Advisors
California
$347K +$298K +1,853 New
THL
1658
Tillman Hartley LLC
Colorado
$346K – – –
XT
1659
XTX Topco
Cayman Islands
$344K -$1.76M -10,934 -86%
BFC
1660
Blue Fin Capital
Rhode Island
$343K +$41.9K +260 +17%
6F
1661
626 Financial
Michigan
$343K -$84.8K -527 -22%
FCG
1662
Financial Connections Group
California
$343K – – –
KIC
1663
Keating Investment Counselors
Florida
$343K -$8.05K -50 -3%
AAS
1664
Annex Advisory Services
Wisconsin
$341K +$50.4K +313 +21%
MIM
1665
Merrion Investment Management
New Jersey
$341K -$80.5K -500 -22%
PWP
1666
PrairieView Wealth Partners
Illinois
$341K +$293K +1,818 New
PI
1667
PFG Investments
New York
$340K -$65.4K -406 -18%
KAS
1668
KPP Advisory Services
Kentucky
$338K -$2.42K -15 -0.8%
NCM
1669
Northside Capital Management
Oregon
$338K – – –
FFP
1670
FourThought Financial Partners
Florida
$336K +$644 +4 +0.2%
DWM
1671
Drive Wealth Management
Utah
$334K +$19K +118 +7%
ACM
1672
Allred Capital Management
Texas
$334K +$322 +2 +0.1%
HTIM
1673
Harbour Trust & Investment Management
Indiana
$332K +$285K +1,773 New
CC
1674
Cipher Capital
New York
$332K +$285K +1,771 New
IRC
1675
Investors Research Corp
Georgia
$332K +$5.47K +34 +2%
65 66
67
68 69