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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1701
Herold Advisors
New York
$503K -$74.5K -299 -14%
GAM
1702
Garrison Asset Management
Arkansas
$502K -$19.9K -80 -4%
GA
1703
Gateway Advisory
New Jersey
$501K -$1.99K -8 -0.4%
WFI
1704
West Family Investments
California
$500K +$177K +709 +63%
HR
1705
Howe & Rusling
New York
$497K +$48.8K +196 +12%
CCWM
1706
Cassaday & Co Wealth Management
Virginia
$497K +$37.8K +152 +9%
BFC
1707
Blue Fin Capital
Rhode Island
$495K – – –
LSPW
1708
Lake Street Private Wealth
Illinois
$494K -$1.18M -4,732 -72%
MIM
1709
Merrion Investment Management
New Jersey
$494K – – –
PWP
1710
PrairieView Wealth Partners
Illinois
$493K – – –
KAS
1711
KPP Advisory Services
Kentucky
$491K +$249 +1 +0.1%
SWM
1712
Silverlake Wealth Management
Vermont
$491K – – –
ZIMP
1713
Zimmermann Investment Management & Planning
Pennsylvania
$490K +$39.8K +160 +10%
EDRH
1714
Edmond de Rothschild Holding
Switzerland
$490K +$31.4K +126 +8%
AI
1715
AdvisorShares Investments
Maryland
$488K -$42.8K -172 -9%
TVAMP
1716
Tennessee Valley Asset Management Partners
Tennessee
$488K +$16.4K +66 +4%
EI
1717
Ecofi Investissements
France
$487K -$398K -1,600 -42%
CH
1718
Cromwell Holdings
Wyoming
$486K – – –
AWE
1719
Avidian Wealth Enterprises
Texas
$484K +$445K +1,786 New
ACM
1720
Allred Capital Management
Texas
$484K +$498 +2 +0.1%
TIM
1721
Thompson Investment Management
Wisconsin
$483K -$18.7K -75 -4%
BFA
1722
Brown Financial Advisors
Ohio
$482K -$342K -1,372 -44%
BWM
1723
Birchcreek Wealth Management
Ohio
$481K +$22.7K +91 +5%
MTIC
1724
Missouri Trust & Investment Company
Missouri
$479K -$498 -2 -0.1%
NA
1725
Nottingham Advisors
New York
$479K – – –
67 68
69
70 71