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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1876
Truvestments Capital
Florida
$608K -$22.7K -71 -4%
FPW
1877
Flagship Private Wealth
Massachusetts
$608K +$1.92K +6 +0.3%
CH
1878
Cromwell Holdings
Wyoming
$606K – – –
WCM
1879
Whitener Capital Management
North Carolina
$606K – – –
TAM
1880
Trillium Asset Management
Massachusetts
$606K -$20.8K -65 -4%
KMWM
1881
Keudell/Morrison Wealth Management
Oregon
$604K -$31.1K -97 -5%
WG
1882
Wellington Group
Indiana
$603K – – –
CT
1883
Clearstead Trust
Maine
$602K – – –
SGI
1884
Summit Global Investments
Utah
$601K -$270K -843 -32%
AWP
1885
Abacus Wealth Partners
California
$600K -$396K -1,238 -41%
SAM
1886
Secure Asset Management
Michigan
$600K +$32.3K +101 +6%
AF
1887
Atala Financial
California
$600K +$9.61K +30 +2%
CSPIA
1888
Cary Street Partners Investment Advisory
Virginia
$599K +$25.9K +81 +5%
TVAMP
1889
Tennessee Valley Asset Management Partners
Tennessee
$599K +$1.28K +4 +0.2%
AHC
1890
Adell Harriman & Carpenter
Texas
$599K +$27.2K +85 +5%
ZCP
1891
Z3 Capital Partners
Virginia
$598K – – –
TIP
1892
Tandem Investment Partners
New Jersey
$597K +$303K +945 +115%
MCRM
1893
Midway Capital Research & Management
Illinois
$596K – – –
AIM
1894
Aigen Investment Management
New York
$595K -$2.34M -7,316 -81%
LSPW
1895
Lake Street Private Wealth
Illinois
$595K +$25.6K +80 +5%
LCA
1896
Legend Capital Advisors
New York
$594K – – –
SPWG
1897
Sage Private Wealth Group
Illinois
$594K -$11.8K -37 -2%
CWM
1898
Centurion Wealth Management
Virginia
$594K -$10.9K -34 -2%
PWP
1899
Phillips Wealth Planners
Mississippi
$593K -$40.7K -127 -7%
HIG
1900
Heritage Investment Group
Florida
$593K +$640 +2 +0.1%
74 75
76
77 78