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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1676
SGL Investment Advisors
Montana
$741K +$1.68K +5 +0.2%
OWA
1677
Opal Wealth Advisors
New York
$740K +$2.35K +7 +0.3%
ONST
1678
Old North State Trust
North Carolina
$738K +$130K +389 +19%
JSSH
1679
J. Safra Sarasin Holding
$737K -$1.91M -5,682 -70%
UIM
1680
Unified Investment Management
Georgia
$736K -$32.9K -98 -4%
TWM
1681
TRB Wealth Management
Texas
$736K +$815K +2,432 New
CB
1682
Centennial Bank
Arkansas
$735K -$168K -500 -17%
SFG
1683
Sovereign Financial Group
Connecticut
$733K +$116K +345 +17%
WIA
1684
Westbourne Investment Advisors
Maryland
$730K – – –
SMA
1685
Seven Mile Advisory
New Jersey
$730K -$384K -1,144 -32%
DIM
1686
Delta Investment Management
California
$729K +$671 +2 +0.1%
TC
1687
Trust Company
Kansas
$728K – – –
CCA
1688
Coign Capital Advisors
Utah
$726K -$2.35K -7 -0.3%
ACM
1689
AUA Capital Management
Pennsylvania
$726K – – –
CIM
1690
Confluence Investment Management
Missouri
$726K – – –
EC
1691
EntryPoint Capital
New York
$723K +$330K +984 +70%
MFT
1692
Moisand Fitzgerald Tamayo
Florida
$722K -$16.8K -50 -2%
KA
1693
Kozak & Associates
Colorado
$722K +$671 +2 +0.1%
SC
1694
Sierra Capital
Florida
$722K +$464K +1,385 +138%
AWE
1695
Avidian Wealth Enterprises
Texas
$720K -$33.5K -100 -4%
WCG
1696
Weaver Consulting Group
California
$720K -$7.38K -22 -0.9%
CAI
1697
Capital Advisors Inc
Oklahoma
$718K +$228K +680 +40%
TNBTD
1698
Trustmark National Bank Trust Department
Mississippi
$714K -$167K -499 -17%
SRC
1699
Shufro Rose & Co
New York
$714K -$102K -304 -11%
NFG
1700
Northbridge Financial Group
Florida
$713K +$49.6K +148 +7%
66 67
68
69 70