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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1801
JFS Wealth Advisors
Pennsylvania
$423K +$1.49K +6 +0.4%
KWM
1802
Keebeck Wealth Management
Illinois
$423K -$6.97K -28 -2%
SDAM
1803
Shulman DeMeo Asset Management
New York
$422K +$996 +4 +0.3%
AAS
1804
Annex Advisory Services
Wisconsin
$422K +$6.97K +28 +2%
SCM
1805
SKBA Capital Management
California
$420K -$24.9K -100 -6%
AWA
1806
Amplius Wealth Advisors
Pennsylvania
$420K +$498 +2 +0.1%
ST
1807
Sageworth Trust
Pennsylvania
$420K +$386K +1,550 New
BOM
1808
Bank of Marin
California
$419K – – –
TWP
1809
Tower Wealth Partners
Pennsylvania
$418K +$384K +1,541 New
FTIS
1810
First Trust Investment Solutions
Florida
$418K -$14.2K -57 -4%
KPWG
1811
KFA Private Wealth Group
Virginia
$416K – – –
BCFD
1812
Boit C.F. David
$413K – – –
MCM
1813
MV Capital Management
Maryland
$412K +$2.74K +11 +0.7%
ASG
1814
Ariston Services Group
California
$412K – – –
NB
1815
Northwest Bancshares
Pennsylvania
$409K – – –
MAG
1816
M3 Advisory Group
Massachusetts
$408K +$32.1K +129 +9%
PAS
1817
Professional Advisory Services
Florida
$407K – – –
AAIM
1818
Asset Advisors Investment Management
Georgia
$407K – – –
FPFS
1819
First Personal Financial Services
North Carolina
$407K – – –
WA1
1820
Wimmer Associates 1
California
$407K – – –
CIA
1821
Compass Ion Advisors
Pennsylvania
$407K +$2.49K +10 +0.7%
MIM
1822
Meridiem Investment Management
United Kingdom
$407K -$324K -1,300 -46%
OWM
1823
OneAscent Wealth Management
Alabama
$406K – – –
RMDI
1824
R.M. Davis Inc
Maine
$404K -$6.97K -28 -2%
IC
1825
Iconiq Capital
California
$404K +$371K +1,491 New
71 72
73
74 75