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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JJBC
1901
James J. Burns & Company
New York
$432K +$85K +296 +26%
HWA
1902
HHM Wealth Advisors
Tennessee
$431K -$9.48K -33 -2%
NA
1903
Nautilus Advisors
California
$431K +$417K +1,453 New
RIG
1904
RiverFront Investment Group
Virginia
$431K +$106K +370 +34%
SCP
1905
Sivia Capital Partners
California
$430K -$6.03K -21 -1%
SCM
1906
SKBA Capital Management
California
$430K -$28.7K -100 -6%
AWM
1907
Austin Wealth Management
Texas
$429K +$37.1K +129 +10%
CAAS
1908
Capital Asset Advisory Services
Michigan
$429K -$4.88K -17 -1%
CCM
1909
Crew Capital Management
Ohio
$429K – – –
PCA
1910
Prosperity Capital Advisors
Ohio
$428K +$20.7K +72 +5%
CPC
1911
Consolidated Planning Corp
Georgia
$428K +$2.87K +10 +0.7%
JWA
1912
JFS Wealth Advisors
Pennsylvania
$428K -$33.9K -118 -8%
ECAM
1913
East Coast Asset Management
Massachusetts
$428K – – –
FA
1914
Financial Advisors
Massachusetts
$427K – – –
FBC
1915
Fairfield, Bush & Co
Connecticut
$424K – – –
HWA
1916
Heritage Wealth Advisors
Virginia
$424K +$1.15K +4 +0.3%
OWM
1917
OneAscent Wealth Management
Alabama
$424K -$19.5K -68 -5%
SOS
1918
Silver Oak Securities
Tennessee
$423K +$10.1K +35 +3%
GAMC
1919
Garner Asset Management Corp
Texas
$422K – – –
WCA
1920
Westover Capital Advisors
Delaware
$421K -$5.75K -20 -1%
FWM
1921
Forza Wealth Management
Florida
$420K -$43.1K -150 -10%
PG
1922
Patten Group
Tennessee
$420K – – –
TNAM
1923
Terra Nova Asset Management
New York
$420K +$862 +3 +0.2%
PWA
1924
Physician Wealth Advisors
Utah
$419K -$6.03K -21 -1%
AA
1925
Ancora Advisors
Ohio
$419K +$14.9K +52 +4%
75 76
77
78 79