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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
1701
Silver Oak Securities
Tennessee
$282K +$277K +1,533 New
KIC
1702
Keating Investment Counselors
Florida
$281K – – –
PAS
1703
Professional Advisory Services
Florida
$281K – – –
TWP
1704
Tempus Wealth Planning
California
$281K +$271K +1,502 New
RWB
1705
RMR Wealth Builders
New Jersey
$281K +$272K +1,505 New
MCM
1706
Mengis Capital Management
Oregon
$280K – – –
EP
1707
Edgestream Partners
New Jersey
$279K -$1.94M -10,746 -88%
IB
1708
Intrust Bank
Kansas
$279K -$181 -1 -0.1%
DAM
1709
Delta Asset Management
Tennessee
$278K – – –
PWS
1710
Peterson Wealth Services
Utah
$278K +$5.24K +29 +2%
BCA
1711
Bay Colony Advisors
Massachusetts
$278K +$33K +183 +14%
SG
1712
StoneX Group
New York
$278K -$13K -72 -5%
VCM
1713
Virtue Capital Management
Tennessee
$277K -$112K -618 -29%
CHC
1714
City Holding Co
West Virginia
$277K -$5.24K -29 -2%
BCM
1715
BlueCrest Capital Management
Jersey
$277K +$267K +1,479 New
GKWIM
1716
Gerber Kawasaki Wealth & Investment Management
California
$276K -$35.4K -196 -12%
CBFP
1717
Cedar Brook Financial Partners
Ohio
$276K +$15.9K +88 +6%
PCP
1718
Proficio Capital Partners
Massachusetts
$275K -$98.4K -545 -27%
LC
1719
Lindbrook Capital
California
$274K +$9.03K +50 +4%
LFA
1720
Legacy Financial Advisors
Kentucky
$274K +$264K +1,463 New
EFSCE
1721
Enterprise Financial Services Corp (EFSC)
Missouri
$273K +$4.33K +24 +2%
AWA
1722
Amplius Wealth Advisors
Pennsylvania
$273K +$11K +61 +4%
ECAM
1723
East Coast Asset Management
Massachusetts
$270K – – –
M
1724
MOTCO
Texas
$270K +$31.6K +175 +14%
GTAM
1725
Global Trust Asset Management
Florida
$270K +$87.4K +484 +50%
67 68
69
70 71