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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1651
Auxano Advisors
Washington
$942K +$23.3K +65 +3%
APP
1652
Avantax Planning Partners
Iowa
$942K +$2.5K +7 +0.3%
JG
1653
Jain Global
New York
$942K -$6.37M -17,792 -87%
KP
1654
Keel Point
Alabama
$939K -$43.7K -122 -5%
UIM
1655
Unified Investment Management
Georgia
$937K -$10.4K -29 -1%
CHAM
1656
Clear Harbor Asset Management
Connecticut
$936K +$89.5K +250 +11%
RIG
1657
RiverFront Investment Group
Virginia
$934K +$315K +881 +54%
MFA
1658
Millington Financial Advisors
Illinois
$930K +$3.58K +10 +0.4%
PFT
1659
Providence First Trust
Arizona
$929K +$899K +2,511 New
USB
1660
Union Savings Bank
Connecticut
$929K +$898K +2,510 New
CBT
1661
CoreFirst Bank & Trust
Kansas
$928K – – –
PVM
1662
Palogic Value Management
Texas
$927K – – –
AI
1663
Arvest Investments
Arkansas
$927K -$3.22K -9 -0.4%
NCM
1664
Northside Capital Management
Oregon
$919K -$404K -1,128 -31%
AWE
1665
Avidian Wealth Enterprises
Texas
$918K -$14.3K -40 -2%
CTWM
1666
Cherry Tree Wealth Management
Minnesota
$917K -$59.4K -166 -6%
DIP
1667
DT Investment Partners
Pennsylvania
$916K – – –
MM
1668
MQS Management
New York
$913K +$883K +2,467 New
DFA
1669
Delta Financial Advisors
Louisiana
$912K +$126K +353 +17%
OF
1670
Outfitter Financial
Maine
$910K – – –
AWM
1671
Aviso Wealth Management
Washington
$910K +$21.5K +60 +3%
STS
1672
SG Trading Solutions
Utah
$909K +$879K +2,457 New
GFP
1673
Gryphon Financial Partners
Ohio
$907K +$93.8K +262 +12%
CAM
1674
Cidel Asset Management
Ontario, Canada
$906K -$17.2K -48 -2%
KIM
1675
Kane Investment Management
California
$905K +$30.4K +85 +4%
65 66
67
68 69