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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1776
Macroview Investment Management
Maryland
$640K -$18.8K -56 -3%
PJWM
1777
Philip James Wealth Mangement
Georgia
$638K – – –
AA
1778
Alta Advisers
United Kingdom
$636K – – –
AWM
1779
Aries Wealth Management
Maine
$635K – – –
TWM
1780
Tanager Wealth Management
United Kingdom
$634K +$26.5K +79 +4%
WA
1781
Wealth Architects
California
$633K -$2.35K -7 -0.3%
LIA
1782
Limestone Investment Advisors
New York
$631K +$700K +2,087 New
SG
1783
StoneX Group
New York
$631K -$217K -646 -24%
VWA
1784
Visionary Wealth Advisors
Illinois
$630K -$42.9K -128 -6%
CNB
1785
Camden National Bank
Maine
$629K -$8.72K -26 -1%
TSWM
1786
Triangle Securities Wealth Management
North Carolina
$628K -$190K -566 -21%
CP
1787
Clarendon Private
Massachusetts
$626K +$52.6K +157 +8%
W
1788
Wealthquest
Ohio
$625K +$100K +299 +17%
MC
1789
Machina Capital
France
$624K +$691K +2,062 New
RCA
1790
Ranch Capital Advisors
Florida
$622K – – –
MWA
1791
Midland Wealth Advisors
Illinois
$621K -$20.1K -60 -3%
CA
1792
Capital Advantage
California
$619K +$11.7K +35 +2%
SFG
1793
Sunburst Financial Group
Alabama
$619K – – –
HFS
1794
Hantz Financial Services
Michigan
$618K +$92.5K +276 +16%
PCA
1795
Prosperity Capital Advisors
Ohio
$618K -$86.8K -259 -11%
CA
1796
Claro Advisors
Massachusetts
$616K +$292K +870 +74%
HFM
1797
Harvest Fund Management
China
$615K -$620K -1,848 -48%
PWP
1798
Precedent Wealth Partners
Texas
$615K – – –
HCM
1799
Howard Capital Management
Georgia
$614K -$643K -1,919 -49%
EGWAG
1800
Elwood & Goetz Wealth Advisory Group
Georgia
$614K -$10.1K -30 -1%
70 71
72
73 74