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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
1851
Keystone Wealth Services
California
$637K +$5.12K +16 +0.9%
SIAP
1852
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$634K – – –
CAAS
1853
Capital Asset Advisory Services
Michigan
$633K +$188K +587 +46%
PWW
1854
Pettyjohn Wood & White
Virginia
$633K – – –
ATC
1855
Adirondack Trust Company
New York
$633K -$25.9K -81 -4%
BCG
1856
Breakwater Capital Group
New Jersey
$632K -$32K -100 -5%
TIA
1857
Tiemann Investment Advisors
California
$632K -$16.3K -51 -3%
BPW
1858
BlueDoor Private Wealth
Massachusetts
$631K +$150K +468 +34%
LFS
1859
Legacy Financial Strategies
Kansas
$630K +$2.56K +8 +0.4%
NB
1860
NBH Bank
Colorado
$627K +$594K +1,854 New
TS
1861
TradeWell Securities
Indiana
$627K +$1.92K +6 +0.3%
NL
1862
NWAM LLC
Washington
$624K -$8.96K -28 -1%
MSWA
1863
Marshall & Sterling Wealth Advisors
New York
$623K +$90K +281 +18%
VA
1864
Valmark Advisers
Ohio
$622K -$12.8K -40 -2%
KAS
1865
KPP Advisory Services
Kentucky
$620K +$8.32K +26 +1%
PFGIA
1866
Patriot Financial Group Insurance Agency
Massachusetts
$618K -$500K -1,561 -46%
FNBOO
1867
First National Bank of Omaha
Nebraska
$618K +$14.7K +46 +3%
PAMG
1868
Patton Albertson Miller Group
Tennessee
$617K -$8.32K -26 -1%
CFA
1869
Capstone Financial Advisors
Illinois
$616K -$3.52K -11 -0.6%
MFC
1870
Mechanics Financial Corp
Ohio
$614K -$19.2K -60 -3%
HA
1871
Herold Advisors
New York
$614K -$21.5K -67 -4%
BW
1872
BXM Wealth
Colorado
$614K +$315K +985 +119%
ATWA
1873
Arbor Trust Wealth Advisors
Michigan
$613K -$43.2K -135 -7%
TWP
1874
Triad Wealth Partners
Kansas
$612K +$205K +640 +56%
RPGK
1875
Retirement Planning Group (Kansas)
Kansas
$609K -$148K -461 -20%
73 74
75
76 77