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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1726
Five Oceans Advisors
California
$217K -$20.3K -137 -9%
IB
1727
Intrust Bank
Kansas
$217K +$217K +1,466 New
PWS
1728
Peterson Wealth Services
Utah
$216K +$217K +1,464 New
SCM
1729
Stonebridge Capital Management
California
$216K -$148K -1,000 -41%
TWM
1730
Thrive Wealth Management
Pennsylvania
$216K +$216K +1,461 New
WCA
1731
Westover Capital Advisors
Delaware
$216K -$7.41K -50 -3%
DTC
1732
Davidson Trust Company
Washington
$215K +$216K +1,458 New
AC
1733
Avestar Capital
New York
$215K +$216K +1,456 New
HFS
1734
Hantz Financial Services
Michigan
$215K -$30.5K -206 -12%
LWA
1735
Lineweaver Wealth Advisors
Ohio
$215K -$24.4K -165 -10%
AWA
1736
Amplius Wealth Advisors
Pennsylvania
$215K +$215K +1,453 New
CAM
1737
Cozad Asset Management
Illinois
$214K +$215K +1,450 New
LJHT
1738
Laurie J. Hall Trustee
$214K – – –
M
1739
MOTCO
Texas
$213K -$106K -717 -33%
RWA
1740
Roberts Wealth Advisors
California
$213K +$215K +1,450 New
ECAM
1741
East Coast Asset Management
Massachusetts
$213K +$214K +1,442 New
CFO
1742
CVA Family Office
Colorado
$213K +$32.6K +220 +18%
DWM
1743
Drive Wealth Management
Utah
$212K +$212K +1,432 New
BWP
1744
Balboa Wealth Partners
Arizona
$212K +$212K +1,431 New
FBC
1745
Fairfield, Bush & Co
Connecticut
$211K +$212K +1,430 New
PIA
1746
Perennial Investment Advisors
California
$211K +$212K +1,429 New
GAMC
1747
Garner Asset Management Corp
Texas
$211K +$212K +1,429 New
CSB
1748
City State Bank
Iowa
$210K – – –
CWM
1749
Centric Wealth Management
Illinois
$210K +$210K +1,420 New
DI
1750
DFPG Investments
Utah
$210K -$140K -948 -41%
68 69
70
71 72