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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1876
Centurion Wealth Management
Virginia
$671K +$1.07K +3 +0.2%
TWM
1877
Thryve Wealth Management
Texas
$670K +$648K +1,812 New
AWM
1878
Aberdeen Wealth Management
Illinois
$670K -$76.9K -215 -11%
FPW
1879
Flagship Private Wealth
Massachusetts
$668K – – –
PFGIA
1880
Patriot Financial Group Insurance Agency
Massachusetts
$667K +$4.65K +13 +0.7%
MSWA
1881
Marshall & Sterling Wealth Advisors
New York
$667K -$20.4K -57 -3%
TC
1882
Truvestments Capital
Florida
$665K -$59.4K -166 -8%
CH
1883
Cromwell Holdings
Wyoming
$663K – – –
LCA
1884
Legend Capital Advisors
New York
$663K +$642K +1,793 New
LWM
1885
Liberty Wealth Management
California
$661K -$11.5K -32 -2%
SCP
1886
Sivia Capital Partners
California
$660K -$13.2K -37 -2%
CT
1887
Clearstead Trust
Maine
$658K +$100K +280 +19%
SC
1888
Schubert & Co
Texas
$655K -$2.86K -8 -0.4%
HFS
1889
Hantz Financial Services
Michigan
$654K +$209K +584 +49%
W
1890
Wealthquest
Ohio
$653K +$632K +1,766 New
HIG
1891
Heritage Investment Group
Florida
$653K -$20.4K -57 -3%
SLG
1892
Stanley-Laman Group
Pennsylvania
$653K – – –
BL
1893
Balentine LLC
Georgia
$652K +$46.5K +130 +8%
RCM
1894
RNC Capital Management
California
$651K – – –
DIP
1895
Davis Investment Partners
North Carolina
$651K – – –
KLI
1896
Kelman-Lazarov Inc
Tennessee
$647K -$26.1K -73 -4%
WPC
1897
Waters Parkerson & Co
Louisiana
$647K -$130K -362 -17%
OAM
1898
Oxford Asset Management
United Kingdom
$647K +$626K +1,749 New
AW
1899
Alteri Wealth
California
$647K -$9.66K -27 -2%
EIP
1900
Ellis Investment Partners
Pennsylvania
$644K +$716 +2 +0.1%
74 75
76
77 78