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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWTC
1701
Laird Norton Wetherby Trust Company
Washington
$236K – – –
EWM
1702
EPG Wealth Management
Georgia
$235K +$327 +2 +0.1%
BFC
1703
Blue Fin Capital
Rhode Island
$235K -$16.5K -101 -6%
AAG
1704
Armstrong Advisory Group
Massachusetts
$234K – – –
RIM
1705
Rockbridge Investment Management
New York
$234K – – –
MM
1706
MQS Management
New York
$233K +$255K +1,562 New
HWM
1707
Hemington Wealth Management
Virginia
$233K -$10.5K -64 -4%
BFG
1708
Bouchey Financial Group
New York
$232K – – –
OSNBOA
1709
Old Second National Bank of Aurora
Illinois
$232K – – –
JWA
1710
JFS Wealth Advisors
Pennsylvania
$232K +$42.4K +259 +20%
KBC
1711
Key Bridge Compliance
$231K +$254K +1,551 New
WAS
1712
Wealth Advisory Solutions
Indiana
$231K +$254K +1,551 New
PPP
1713
Private Portfolio Partners
New Jersey
$231K +$491 +3 +0.2%
PCA
1714
Prosperity Capital Advisors
Ohio
$231K +$41.4K +253 +20%
MA
1715
MONECO Advisors
Connecticut
$230K +$7.36K +45 +3%
ICP
1716
Interchange Capital Partners
Pennsylvania
$230K -$19K -116 -7%
MCM
1717
MV Capital Management
Maryland
$229K +$981 +6 +0.4%
ASA
1718
Armstrong Shaw Associates
Connecticut
$229K – – –
WFI
1719
West Family Investments
California
$228K +$1.96K +12 +0.8%
FDS
1720
First Dallas Securities
Texas
$228K -$2.07M -12,656 -89%
MAG
1721
Mayfair Advisory Group
Alabama
$227K – – –
TCA
1722
Transcend Capital Advisors
New Jersey
$227K +$4.42K +27 +2%
TWM
1723
Thrive Wealth Management
Pennsylvania
$227K -$13.7K -84 -5%
ECA
1724
Elevated Capital Advisors
Utah
$227K -$4.58K -28 -2%
CIA
1725
Compass Ion Advisors
Pennsylvania
$227K +$248K +1,519 New
67 68
69
70 71