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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WKSWA
1676
White Knight Strategic Wealth Advisors
New Jersey
$433K -$79.4K -383 -17%
MPIA
1677
Mountain Pacific Investment Advisers
Idaho
$433K -$20.7K -100 -5%
BIM
1678
Barton Investment Management
Pennsylvania
$433K – – –
EWA
1679
Exencial Wealth Advisors
Oklahoma
$432K -$11.4K -55 -3%
VV
1680
Verity & Verity
South Carolina
$427K – – –
CS
1681
Capital Square
Tennessee
$426K +$86.3K +416 +29%
RMDI
1682
R.M. Davis Inc
Maine
$424K – – –
R
1683
Rebalance
California
$423K – – –
TIM
1684
Thompson Investment Management
Wisconsin
$423K – – –
ACM
1685
Allred Capital Management
Texas
$418K +$11.8K +57 +3%
6F
1686
626 Financial
Michigan
$417K +$207 +1 +0.1%
DFCM
1687
Dark Forest Capital Management
Puerto Rico
$416K +$379K +1,828 New
BFC
1688
Blue Fin Capital
Rhode Island
$415K -$1.87K -9 -0.5%
MIM
1689
Merrion Investment Management
New Jersey
$415K – – –
PWP
1690
PrairieView Wealth Partners
Illinois
$414K – – –
MA
1691
Mezzasalma Advisors
New Jersey
$413K -$147K -710 -28%
KAS
1692
KPP Advisory Services
Kentucky
$411K – – –
NCM
1693
Northside Capital Management
Oregon
$411K – – –
TWM
1694
Thrive Wealth Management
Pennsylvania
$410K +$57.9K +279 +18%
THL
1695
Tillman Hartley LLC
Colorado
$410K -$9.54K -46 -2%
LFAS
1696
Level Four Advisory Services
Texas
$410K – – –
RWPA
1697
Richard W. Paul & Associates
Michigan
$409K -$15.6K -75 -4%
AAP
1698
Arax Advisory Partners
Colorado
$409K -$90.2K -435 -19%
SRL
1699
Scientech Research LLC
New Jersey
$408K +$371K +1,791 New
GCA
1700
Greenwood Capital Associates
South Carolina
$407K -$27.4K -132 -7%
66 67
68
69 70