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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
1801
Shulman DeMeo Asset Management
New York
$422K +$996 +4 +0.3%
AAS
1802
Annex Advisory Services
Wisconsin
$422K +$6.97K +28 +2%
SCM
1803
SKBA Capital Management
California
$420K -$24.9K -100 -6%
AWA
1804
Amplius Wealth Advisors
Pennsylvania
$420K +$498 +2 +0.1%
ST
1805
Sageworth Trust
Pennsylvania
$420K +$386K +1,550 New
BOM
1806
Bank of Marin
California
$419K – – –
TWP
1807
Tower Wealth Partners
Pennsylvania
$418K +$384K +1,541 New
FTIS
1808
First Trust Investment Solutions
Florida
$418K -$14.2K -57 -4%
KPWG
1809
KFA Private Wealth Group
Virginia
$416K – – –
BCFD
1810
Boit C.F. David
$413K – – –
MCM
1811
MV Capital Management
Maryland
$412K +$2.74K +11 +0.7%
ASG
1812
Ariston Services Group
California
$412K – – –
NB
1813
Northwest Bancshares
Pennsylvania
$409K – – –
MAG
1814
M3 Advisory Group
Massachusetts
$408K +$32.1K +129 +9%
PAS
1815
Professional Advisory Services
Florida
$407K – – –
AAIM
1816
Asset Advisors Investment Management
Georgia
$407K – – –
FPFS
1817
First Personal Financial Services
North Carolina
$407K – – –
WA1
1818
Wimmer Associates 1
California
$407K – – –
CIA
1819
Compass Ion Advisors
Pennsylvania
$407K +$2.49K +10 +0.7%
MIM
1820
Meridiem Investment Management
United Kingdom
$407K -$324K -1,300 -46%
OWM
1821
OneAscent Wealth Management
Alabama
$406K – – –
RMDI
1822
R.M. Davis Inc
Maine
$404K -$6.97K -28 -2%
IC
1823
Iconiq Capital
California
$404K +$371K +1,491 New
WAM
1824
Walker Asset Management
Missouri
$404K +$747 +3 +0.2%
GSEP
1825
Golden State Equity Partners
California
$404K +$1.74K +7 +0.5%
71 72
73
74 75