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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1726
Amplius Wealth Advisors
Pennsylvania
$229K +$239K +1,402 New
CWM
1727
Centric Wealth Management
Illinois
$228K -$25.6K -150 -10%
JFA
1728
Johanson Financial Advisors
California
$228K +$26.1K +153 +12%
EFM
1729
E Fund Management
China
$227K -$4.6K -27 -2%
GWM
1730
Greenwich Wealth Management
Connecticut
$227K – – –
CBFP
1731
Cedar Brook Financial Partners
Ohio
$227K +$16.9K +99 +8%
CPA
1732
Clear Perspective Advisors
Illinois
$227K +$237K +1,388 New
IBOK
1733
Independence Bank of Kentucky
Kentucky
$226K -$12.8K -75 -5%
FF
1734
FourThought Financial
Florida
$226K +$150K +877 +174%
BIM
1735
Bridges Investment Management
Nebraska
$225K – – –
PCA
1736
Providence Capital Advisors
North Carolina
$225K – – –
JHP
1737
James Hambro & Partners
United Kingdom
$225K +$234K +1,373 New
LGA
1738
Lebenthal Global Advisors
New York
$225K +$235K +1,381 New
ER
1739
Enlightenment Research
Florida
$224K -$688K -4,032 -75%
SDAM
1740
Shulman DeMeo Asset Management
New York
$224K -$512 -3 -0.2%
BFG
1741
Berger Financial Group
Minnesota
$224K +$20.8K +122 +10%
CWP
1742
Concord Wealth Partners
Virginia
$224K +$115K +675 +98%
WHC
1743
Wulff, Hansen & Co
California
$224K +$234K +1,371 New
LPT
1744
Legacy Private Trust
Wisconsin
$223K – – –
NPT
1745
Nixon Peabody Trust
Massachusetts
$222K -$6.82K -40 -3%
ST
1746
Sentinel Trust
Texas
$222K +$171 +1 +0.1%
JWBC
1747
J.W. Burns & Co
New York
$221K – – –
FIA
1748
Foundations Investment Advisors
Arizona
$221K +$216K +1,269 New
ZB
1749
Zions Bancorporation
Utah
$220K +$9.89K +58 +5%
TCA
1750
Transcend Capital Advisors
New Jersey
$220K +$26.6K +156 +13%
68 69
70
71 72