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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1801
Wealth Architects
California
$702K -$5.76K -18 -0.9%
SW
1802
SteelPeak Wealth
California
$698K -$373K -1,166 -36%
ATS
1803
Ashton Thomas Securities
New York
$698K +$29.8K +93 +5%
BPC
1804
Banque Pictet & Cie
Switzerland
$697K -$1.67M -5,217 -72%
PWP
1805
Precedent Wealth Partners
Texas
$696K +$8K +25 +1%
RCA
1806
Ranch Capital Advisors
Florida
$696K +$320 +1 +0%
BHWM
1807
Bar Harbor Wealth Management
New Hampshire
$693K -$27.5K -86 -4%
CS
1808
Clear Street
New York
$691K +$443K +1,385 +210%
KF
1809
KKM Financial
Illinois
$691K +$6.4K +20 +1%
CMTU
1810
Capital Markets Trading (UK)
United Kingdom
$687K -$1.04M -3,237 -61%
SWMP
1811
Signature Wealth Management Partners
New Jersey
$686K – – –
TWM
1812
Tripletail Wealth Management
Florida
$686K – – –
CA
1813
Capital Advantage
California
$686K -$6.4K -20 -1%
E
1814
Evansbrook
Illinois
$685K – – –
FFA
1815
Fragasso Financial Advisors
Pennsylvania
$684K +$150K +468 +30%
WKSWA
1816
White Knight Strategic Wealth Advisors
New Jersey
$682K +$41.6K +130 +7%
SCA
1817
Sippican Capital Advisors
Massachusetts
$681K – – –
SLA
1818
Silver Lake Advisory
Utah
$681K +$1.28K +4 +0.2%
SFG
1819
Sunburst Financial Group
Alabama
$681K -$11.2K -35 -2%
MCM
1820
Magnolia Capital Management
New York
$680K -$174K -545 -21%
BMWS
1821
Brady Martz Wealth Solutions
North Dakota
$679K +$192K +601 +43%
CG
1822
Curat Global
New Hampshire
$679K -$99.3K -310 -15%
HA
1823
Harbor Advisors
Florida
$677K – – –
BOA
1824
Birnam Oak Advisors
New York
$677K +$320K +1,000 +100%
MWA
1825
Midland Wealth Advisors
Illinois
$676K -$17.3K -54 -3%
71 72
73
74 75