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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
UIM
1676
Unified Investment Management
Georgia
$736K -$32.9K -98 -4%
TWM
1677
TRB Wealth Management
Texas
$736K +$815K +2,432 New
CB
1678
Centennial Bank
Arkansas
$735K -$168K -500 -17%
SFG
1679
Sovereign Financial Group
Connecticut
$733K +$116K +345 +17%
WIA
1680
Westbourne Investment Advisors
Maryland
$730K – – –
SMA
1681
Seven Mile Advisory
New Jersey
$730K -$384K -1,144 -32%
DIM
1682
Delta Investment Management
California
$729K +$671 +2 +0.1%
TC
1683
Trust Company
Kansas
$728K – – –
CCA
1684
Coign Capital Advisors
Utah
$726K -$2.35K -7 -0.3%
ACM
1685
AUA Capital Management
Pennsylvania
$726K – – –
CIM
1686
Confluence Investment Management
Missouri
$726K – – –
EC
1687
EntryPoint Capital
New York
$723K +$330K +984 +70%
MFT
1688
Moisand Fitzgerald Tamayo
Florida
$722K -$16.8K -50 -2%
KA
1689
Kozak & Associates
Colorado
$722K +$671 +2 +0.1%
SC
1690
Sierra Capital
Florida
$722K +$464K +1,385 +138%
AWE
1691
Avidian Wealth Enterprises
Texas
$720K -$33.5K -100 -4%
WCG
1692
Weaver Consulting Group
California
$720K -$7.38K -22 -0.9%
CAI
1693
Capital Advisors Inc
Oklahoma
$718K +$228K +680 +40%
TNBTD
1694
Trustmark National Bank Trust Department
Mississippi
$714K -$167K -499 -17%
SRC
1695
Shufro Rose & Co
New York
$714K -$102K -304 -11%
NFG
1696
Northbridge Financial Group
Florida
$713K +$49.6K +148 +7%
RCM
1697
Raleigh Capital Management
North Carolina
$713K +$166K +494 +27%
SI
1698
Saxon Interests
Texas
$711K -$816K -2,434 -51%
JWBC
1699
John W. Bristol & Co
New York
$711K – – –
DW30
1700
Drucker Wealth 3.0
New Jersey
$710K -$12.7K -38 -2%
66 67
68
69 70