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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FTIS
1776
First Trust Investment Solutions
Florida
$370K +$88.7K +383 +32%
CHC
1777
City Holding Co
West Virginia
$370K -$10.2K -44 -3%
WG
1778
Wealth Group
North Carolina
$369K -$463 -2 -0.1%
BG
1779
Bahl & Gaynor
Ohio
$368K -$98.7K -426 -21%
KWM
1780
Keebeck Wealth Management
Illinois
$367K – – –
NG
1781
Norden Group
Utah
$367K -$13.9K -60 -4%
TTWM
1782
TCV Trust & Wealth Management
Virginia
$366K -$30.8K -133 -8%
KLI
1783
Kelman-Lazarov Inc
Tennessee
$366K – – –
BFG
1784
Bouchey Financial Group
New York
$365K -$926 -4 -0.3%
WAS
1785
Wealth Advisory Solutions
Indiana
$365K – – –
OFG
1786
Oxford Financial Group
Indiana
$364K +$48.6K +210 +15%
RIM
1787
Rockbridge Investment Management
New York
$363K – – –
GCA
1788
Genesee Capital Advisors
New York
$363K +$363K +1,567 New
FAM
1789
Formidable Asset Management
Ohio
$361K +$361K +1,559 New
WCFA
1790
Walkner Condon Financial Advisors
Wisconsin
$361K -$175K -755 -33%
JWA
1791
JFS Wealth Advisors
Pennsylvania
$360K -$463 -2 -0.1%
HWM
1792
Hemington Wealth Management
Virginia
$360K +$8.8K +38 +3%
MA
1793
MONECO Advisors
Connecticut
$360K +$6.02K +26 +2%
SDAM
1794
Shulman DeMeo Asset Management
New York
$360K +$926 +4 +0.3%
AWA
1795
Amplius Wealth Advisors
Pennsylvania
$358K – – –
BOM
1796
Bank of Marin
California
$358K – – –
PWA
1797
Physician Wealth Advisors
Utah
$355K +$19.7K +85 +6%
KPWG
1798
KFA Private Wealth Group
Virginia
$355K +$7.64K +33 +2%
AAS
1799
Annex Advisory Services
Wisconsin
$354K – – –
BCFD
1800
Boit C.F. David
$353K – – –
70 71
72
73 74