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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1701
Brandywine Oak Private Wealth
Pennsylvania
$261K -$15.8K -95 -6%
LNWTC
1702
Laird Norton Wetherby Trust Company
Washington
$260K -$2.16K -13 -0.8%
AAG
1703
Armstrong Advisory Group
Massachusetts
$259K – – –
CA
1704
CapWealth Advisors
Tennessee
$259K -$199K -1,200 -43%
RIM
1705
Rockbridge Investment Management
New York
$258K -$9.46K -57 -4%
LFS
1706
Legacy Financial Strategies
Kansas
$258K – – –
1IA
1707
1834 Investment Advisors
Wisconsin
$258K +$259K +1,562 New
NWM
1708
Northwest Wealth Management
Iowa
$257K +$9.95K +60 +4%
FM
1709
Foster & Motley
Ohio
$257K +$1.49K +9 +0.6%
OSNBOA
1710
Old Second National Bank of Aurora
Illinois
$256K +$258K +1,555 New
BFG
1711
Bouchey Financial Group
New York
$256K – – –
WWM
1712
Windsor Wealth Management
Indiana
$256K – – –
KLI
1713
Kelman-Lazarov Inc
Tennessee
$256K – – –
ECA
1714
Elevated Capital Advisors
Utah
$256K -$5.14K -31 -2%
MA
1715
MONECO Advisors
Connecticut
$255K +$256K +1,544 New
DWM
1716
Drive Wealth Management
Utah
$255K +$18.4K +111 +8%
MLL
1717
Moody Lynn & Lieberson
Massachusetts
$254K -$76.3K -460 -23%
ASA
1718
Armstrong Shaw Associates
Connecticut
$253K – – –
CW
1719
Channel Wealth
California
$253K +$254K +1,533 New
RPWA
1720
Regent Peak Wealth Advisors
Georgia
$253K -$1.7M -10,237 -87%
WP
1721
WealthSpring Partners
California
$252K -$16.6K -100 -6%
KPWG
1722
KFA Private Wealth Group
Virginia
$252K +$253K +1,527 New
EFSCE
1723
Enterprise Financial Services Corp (EFSC)
Missouri
$252K -$1.16K -7 -0.5%
PIA
1724
Perennial Investment Advisors
California
$251K +$15.9K +96 +7%
LI
1725
Lafayette Investments
Maryland
$251K – – –
67 68
69
70 71