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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1826
Palumbo Wealth Management
New York
$660K +$11.5K +36 +2%
LC
1827
Lavelle Capital
California
$660K +$624K +1,950 New
TWM
1828
Thrive Wealth Management
Pennsylvania
$657K -$17.3K -54 -3%
TL
1829
Tradewinds LLC
North Carolina
$657K +$146K +457 New
SLG
1830
Stanley-Laman Group
Pennsylvania
$656K +$26.3K +82 +4%
TSWM
1831
Triangle Securities Wealth Management
North Carolina
$654K -$45.8K -143 -7%
JRPIM
1832
Journey Retirement Planning & Investment Management
Idaho
$654K +$76.8K +240 +14%
IFO
1833
Independent Family Office
New York
$653K – – –
BA
1834
Ballast Advisors
Minnesota
$651K – – –
SMA
1835
Sage Mountain Advisors
Georgia
$651K +$387K +1,208 +168%
BL
1836
Balentine LLC
Georgia
$650K +$55.1K +172 +10%
SGK
1837
Steigerwald Gordon & Koch
Virginia
$647K +$5.76K +18 +0.9%
GA
1838
Goldstein Advisors
Wisconsin
$647K +$612K +1,912 New
MHC
1839
May Hill Capital
Massachusetts
$646K +$41.9K +131 +7%
TC
1840
TFR Capital
Texas
$643K +$14.7K +46 +2%
CIG
1841
Cairn Investment Group
Washington
$643K – – –
ZBNA
1842
Zions Bancorporation, National Association
Utah
$643K -$7.36K -23 -1%
WIM
1843
Wittenberg Investment Management
Massachusetts
$643K – – –
CCAM
1844
Codex Capital Asset Management
Texas
$641K +$608K +1,900 New
PWP
1845
PrairieView Wealth Partners
Illinois
$639K – – –
WC
1846
Waterloo Capital
Texas
$638K -$80.4K -251 -12%
SCA
1847
Stonebridge Capital Advisors
Minnesota
$638K – – –
LSIA
1848
LaSalle St. Investment Advisors
Illinois
$638K -$1.28K -4 -0.2%
EFG
1849
Everest Financial Group
Minnesota
$638K -$20.5K -64 -3%
AAS
1850
Annex Advisory Services
Wisconsin
$638K +$320 +1 +0.1%
72 73
74
75 76