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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1801
Thrive Wealth Management
Pennsylvania
$751K -$5.37K -15 -0.7%
E
1802
Evansbrook
Illinois
$750K +$725K +2,026 New
KF
1803
KKM Financial
Illinois
$748K -$716 -2 -0.1%
RFP
1804
Root Financial Partners
California
$748K -$716 -2 -0.1%
IP
1805
Indivisible Partners
Florida
$747K +$723K +2,020 New
BCG
1806
Breakwater Capital Group
New Jersey
$747K -$58K -162 -7%
TWM
1807
Tanager Wealth Management
United Kingdom
$747K -$60.8K -170 -8%
KAS
1808
KPP Advisory Services
Kentucky
$746K -$1.07K -3 -0.1%
SCA
1809
Sippican Capital Advisors
Massachusetts
$745K -$168K -470 -19%
CA
1810
Capital Advantage
California
$744K +$4.29K +12 +0.6%
SLA
1811
Silver Lake Advisory
Utah
$743K -$34.7K -97 -5%
MCM
1812
Magnolia Capital Management
New York
$740K – – –
OL
1813
Optas LLC
Texas
$740K +$120K +336 +20%
HA
1814
Harbor Advisors
Florida
$740K – – –
PHM
1815
Prospect Hill Management
New Jersey
$740K – – –
GCA
1816
Genesee Capital Advisors
New York
$732K -$6.08K -17 -0.9%
AIM
1817
Athena Investment Management
California
$732K -$119K -332 -14%
CFA
1818
Churchill Financial Advisors
Kentucky
$730K +$706K +1,974 New
MCWA
1819
Meadow Creek Wealth Advisors
Georgia
$730K +$32.6K +91 +5%
PFW
1820
Petros Family Wealth
Minnesota
$730K +$9.3K +26 +1%
ATC
1821
Adirondack Trust Company
New York
$730K -$23.3K -65 -3%
TAM
1822
Trillium Asset Management
Massachusetts
$727K -$157K -440 -18%
BCM
1823
Blume Capital Management
California
$726K – – –
JWA
1824
JFS Wealth Advisors
Pennsylvania
$724K +$21.1K +59 +3%
WWA
1825
Wisconsin Wealth Advisors
Wisconsin
$724K -$64.8K -181 -8%
71 72
73
74 75