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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1751
Centric Wealth Management
Illinois
$289K – – –
AC
1752
ASB Consultores
Florida
$289K -$99.6K -619 -29%
DTC
1753
Davidson Trust Company
Washington
$288K +$6.44K +40 +3%
RRA
1754
Round Rock Advisors
Connecticut
$287K +$247K +1,534 New
ICP
1755
Interchange Capital Partners
Pennsylvania
$287K -$1.77K -11 -0.7%
OL
1756
OneFund LLC
Florida
$286K +$245K +1,524 New
TWM
1757
Thrive Wealth Management
Pennsylvania
$285K +$161 +1 +0.1%
ECA
1758
Elevated Capital Advisors
Utah
$285K – – –
MA
1759
MONECO Advisors
Connecticut
$285K -$3.7K -23 -1%
CWM
1760
Connecticut Wealth Management
Connecticut
$284K +$25.4K +158 +12%
BCFD
1761
Boit C.F. David
$284K +$181K +1,125 +281%
AT
1762
Arden Trust
Delaware
$284K -$52.5K -326 -18%
MAG
1763
Mayfair Advisory Group
Alabama
$284K – – –
KPWG
1764
KFA Private Wealth Group
Virginia
$283K – – –
NB
1765
Northwest Bancshares
Pennsylvania
$283K – – –
NL
1766
NWAM LLC
Washington
$282K +$242K +1,505 New
WA1
1767
Wimmer Associates 1
California
$281K – – –
AWA
1768
Amplius Wealth Advisors
Pennsylvania
$281K +$6.44K +40 +3%
PAS
1769
Professional Advisory Services
Florida
$281K – – –
PIA
1770
Perennial Investment Advisors
California
$281K +$5.15K +32 +2%
CIA
1771
Compass Ion Advisors
Pennsylvania
$280K -$3.54K -22 -1%
MCM
1772
MV Capital Management
Maryland
$280K -$6.92K -43 -3%
SMC
1773
Smith, Moore & Co
Missouri
$279K +$240K +1,492 New
HCP
1774
Hexagon Capital Partners
Arkansas
$279K +$7.89K +49 +3%
HWA
1775
HHM Wealth Advisors
Tennessee
$278K +$27.4K +170 +13%
69 70
71
72 73