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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1676
Cidel Asset Management
Ontario, Canada
$906K -$17.2K -48 -2%
KIM
1677
Kane Investment Management
California
$905K +$30.4K +85 +4%
PWPS
1678
Pinnacle Wealth Planning Services
Ohio
$903K -$95.9K -268 -10%
OWA
1679
Opal Wealth Advisors
New York
$902K -$2.86K -8 -0.3%
MFT
1680
Moisand Fitzgerald Tamayo
Florida
$902K +$14.3K +40 +2%
OFS
1681
OneAscent Financial Services
Alabama
$899K +$177K +496 +26%
WWM
1682
Whalen Wealth Management
Nevada
$897K +$867K +2,424 New
BF
1683
Brucke Financial
Indiana
$896K -$61.5K -172 -7%
SWA
1684
Sax Wealth Advisors
New Jersey
$896K +$35.1K +98 +4%
WIA
1685
Westbourne Investment Advisors
Maryland
$893K – – –
DIM
1686
Delta Investment Management
California
$891K +$3.22K +9 +0.4%
CCA
1687
Coign Capital Advisors
Utah
$891K +$10.7K +30 +1%
PCM
1688
Prelude Capital Management
New York
$890K +$262K +731 +44%
TC
1689
Trust Company
Kansas
$890K +$861K +2,406 New
MAM
1690
McLean Asset Management
Virginia
$889K +$1.07K +3 +0.1%
WCG
1691
Weaver Consulting Group
California
$888K +$5.01K +14 +0.6%
ACM
1692
AUA Capital Management
Pennsylvania
$888K – – –
CIM
1693
Confluence Investment Management
Missouri
$888K – – –
SP
1694
SmartHarvest Portfolios
Washington
$886K +$857K +2,395 New
TWP
1695
Tower Wealth Partners
Pennsylvania
$885K -$1.79K -5 -0.2%
RRA
1696
Round Rock Advisors
Connecticut
$884K +$2.15K +6 +0.3%
DW30
1697
Drucker Wealth 3.0
New Jersey
$883K +$17.2K +48 +2%
PWM
1698
Parkway Wealth Management
Texas
$882K +$853K +2,385 New
MMG
1699
Monetary Management Group
Missouri
$879K – – –
KCPG
1700
Kavar Capital Partners Group
Kansas
$875K +$716 +2 +0.1%
66 67
68
69 70