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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1851
Maridea Wealth Management
New York
$692K +$1.07K +3 +0.2%
PWW
1852
Pettyjohn Wood & White
Virginia
$692K +$95.5K +267 +17%
SW
1853
Simplicity Wealth
New Jersey
$691K +$79.8K +223 +14%
PCM
1854
Palisade Capital Management
New Jersey
$691K +$668K +1,868 New
LSIA
1855
LaSalle St. Investment Advisors
Illinois
$691K +$8.59K +24 +1%
CFCS
1856
CDM Financial Counseling Services
Connecticut
$690K +$668K +1,866 New
RCM
1857
Raleigh Capital Management
North Carolina
$689K -$14.7K -41 -2%
GAA
1858
Global Assets Advisory
Florida
$689K +$14.7K +41 +2%
PAMG
1859
Patton Albertson Miller Group
Tennessee
$688K +$8.59K +24 +1%
NL
1860
NWAM LLC
Washington
$686K -$15.4K -43 -2%
BLC
1861
Brown, Lisle/Cummings
Rhode Island
$684K -$26.8K -75 -4%
EFG
1862
Everest Financial Group
Minnesota
$684K +$662K +1,849 New
TS
1863
TradeWell Securities
Indiana
$682K -$20.4K -57 -3%
VA
1864
Valmark Advisers
Ohio
$682K +$81.6K +228 +14%
S
1865
Sunpointe
Missouri
$677K +$334K +934 +104%
SGK
1866
Steigerwald Gordon & Koch
Virginia
$676K -$1.43K -4 -0.2%
SPWG
1867
Sage Private Wealth Group
Illinois
$675K +$21.1K +59 +3%
BOJHT
1868
Bank of Jackson Hole Trust
Wyoming
$674K +$72.3K +202 +12%
MTIC
1869
Missouri Trust & Investment Company
Missouri
$674K – – –
WCM
1870
Whitener Capital Management
North Carolina
$673K – – –
TIA
1871
Tiemann Investment Advisors
California
$673K -$41.2K -115 -6%
PWM
1872
Pines Wealth Management
North Carolina
$673K -$55.1K -154 -8%
ATWA
1873
Arbor Trust Wealth Advisors
Michigan
$672K – – –
CWM
1874
Centurion Wealth Management
Virginia
$671K +$1.07K +3 +0.2%
TWM
1875
Thryve Wealth Management
Texas
$670K +$648K +1,812 New
73 74
75
76 77