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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1726
Sunburst Financial Group
Alabama
$668K – – –
PWP
1727
Precedent Wealth Partners
Texas
$665K – – –
CA
1728
Capital Advantage
California
$664K – – –
HA
1729
Harbor Advisors
Florida
$664K – – –
PHM
1730
Prospect Hill Management
New Jersey
$664K – – –
MCM
1731
Magnolia Capital Management
New York
$664K – – –
GCA
1732
Genesee Capital Advisors
New York
$663K +$1.59K +5 +0.3%
LCGC
1733
Legacy Capital Group California
California
$660K -$12.4K -39 -2%
PAW
1734
Plan A Wealth
Nebraska
$658K +$45.8K +144 +8%
DDPIC
1735
Deroy & Devereaux Private Investment Counsel
Michigan
$657K -$207K -650 -25%
AIM
1736
Allen Investment Management
New York
$656K – – –
PWM
1737
Pines Wealth Management
North Carolina
$655K +$59.8K +188 +11%
KWS
1738
Keystone Wealth Services
California
$654K -$36.3K -114 -5%
SL
1739
Sentinus LLC
Illinois
$653K +$4.45K +14 +0.7%
MWM
1740
Maridea Wealth Management
New York
$653K +$325K +1,022 +121%
BA
1741
Ballast Advisors
Minnesota
$652K -$13.7K -43 -2%
TC
1742
Truvestments Capital
Florida
$652K +$279K +877 +81%
BCM
1743
Blume Capital Management
California
$652K -$636 -2 -0.1%
ATS
1744
Ashton Thomas Securities
New York
$652K +$268K +842 +75%
RPGK
1745
Retirement Planning Group (Kansas)
Kansas
$651K +$45.5K +143 +8%
TWM
1746
Tripletail Wealth Management
Florida
$651K – – –
SIMG
1747
Sonora Investment Management Group
Arizona
$648K -$23.2K -73 -4%
PFW
1748
Petros Family Wealth
Minnesota
$646K +$25.8K +81 +4%
RZH
1749
Relyea Zuckerberg Hanson
Connecticut
$644K -$156K -490 -20%
CFA
1750
Capstone Financial Advisors
Illinois
$644K +$354K +1,114 +135%
68 69
70
71 72