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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1676
StoneX Group
New York
$255K +$266K +1,558 New
ASFA
1677
All Season Financial Advisors
Colorado
$253K -$366K -2,144 -58%
RPCONE
1678
Retirement Planning Company of New England
Rhode Island
$253K +$264K +1,550 New
WW
1679
Waterfront Wealth
Kansas
$252K +$262K +1,539 New
ASA
1680
Armstrong Shaw Associates
Connecticut
$251K – – –
GWS
1681
Glassman Wealth Services
Virginia
$250K -$47.6K -279 -15%
CAMG
1682
CWA Asset Management Group
Florida
$250K -$4.78K -28 -2%
WA1
1683
Wimmer Associates 1
California
$250K -$1.71K -10 -0.6%
SFS
1684
Solitude Financial Services
Virginia
$250K -$171 -1 -0.1%
BCCM
1685
Bridge Creek Capital Management
Massachusetts
$249K – – –
LI
1686
Lafayette Investments
Maryland
$249K – – –
HI
1687
Hudock Inc
Pennsylvania
$249K +$224K +1,316 +636%
CS
1688
Comerica Securities
Michigan
$247K +$3.58K +21 +1%
MSFS
1689
Main Street Financial Solutions
Pennsylvania
$247K +$258K +1,512 New
TTWM
1690
TCV Trust & Wealth Management
Virginia
$246K -$5.46K -32 -2%
BG
1691
Bellevue Group
Switzerland
$245K -$188K -1,100 -42%
KIC
1692
Keating Investment Counselors
Florida
$245K – – –
MCM
1693
Mengis Capital Management
Oregon
$245K – – –
PAS
1694
Professional Advisory Services
Florida
$245K – – –
NWM
1695
Northwest Wealth Management
Iowa
$245K +$256K +1,500 New
NFG
1696
Norris Financial Group
South Carolina
$244K +$255K +1,493 New
IB
1697
Intrust Bank
Kansas
$244K – – –
MWM
1698
Merriman Wealth Management
Washington
$244K +$254K +1,490 New
DAM
1699
Delta Asset Management
Tennessee
$243K – – –
JLBC
1700
J.L. Bainbridge & Co
Florida
$243K +$341 +2 +0.1%
66 67
68
69 70