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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1776
Bridges Investment Management
Nebraska
$247K -$9.75K -54 -4%
HCP
1777
Hexagon Capital Partners
Arkansas
$247K +$903 +5 +0.4%
XT
1778
XTX Topco
Cayman Islands
$246K -$589K -3,259 -71%
AO
1779
Advisor OS
Illinois
$246K -$137K -761 -37%
SAM
1780
Summit Asset Management
Tennessee
$246K – – –
RF
1781
Rollins Financial
Georgia
$245K – – –
HHGA
1782
Halbert Hargrove Global Advisors
California
$244K +$9.39K +52 +4%
EWM
1783
Empirical Wealth Management
Washington
$243K -$32.5K -180 -12%
ABLA
1784
Alan B. Lancz & Associates
Ohio
$243K – – –
LW
1785
Libra Wealth
California
$243K – – –
WCM
1786
Wedge Capital Management
North Carolina
$243K +$6.5K +36 +3%
SCA
1787
Sandy Cove Advisors
Massachusetts
$243K +$141K +783 +151%
TA
1788
Tiedemann Advisors
New York
$243K +$235K +1,300 New
TCA
1789
Transcend Capital Advisors
New Jersey
$242K -$8.85K -49 -4%
JWA
1790
JFS Wealth Advisors
Pennsylvania
$242K +$17.7K +98 +8%
MA
1791
MBA Advisors
Pennsylvania
$241K -$9.03K -50 -4%
CWP
1792
Concord Wealth Partners
Virginia
$240K -$15.3K -85 -6%
AWA
1793
Aaron Wealth Advisors
Illinois
$238K +$230K +1,273 New
MAG
1794
Mayfair Advisory Group
Alabama
$237K -$18.1K -100 -7%
CP
1795
Coho Partners
Pennsylvania
$237K – – –
EPP
1796
ETF Portfolio Partners
Kansas
$237K – – –
GFPC
1797
Global Financial Private Client
Florida
$235K +$43.3K +240 +24%
EGA
1798
E&G Advisors
Texas
$234K – – –
SAA
1799
Southeast Asset Advisors
Georgia
$233K +$361 +2 +0.2%
NSAM
1800
North Star Asset Management
Wisconsin
$233K +$225K +1,246 New
70 71
72
73 74