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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1901
Relyea Zuckerberg Hanson
Connecticut
$644K -$71.2K -199 -10%
TC
1902
TFR Capital
Texas
$640K +$15.4K +43 +3%
SOS
1903
Silver Oak Securities
Tennessee
$639K +$8.95K +25 +1%
TVAMP
1904
Tennessee Valley Asset Management Partners
Tennessee
$639K -$24K -67 -4%
PWP
1905
Phillips Wealth Planners
Mississippi
$638K +$71.9K +201 +13%
ZIG
1906
Zullo Investment Group
Pennsylvania
$637K -$58K -162 -9%
PWMG
1907
Prestige Wealth Management Group
New Jersey
$634K +$17.2K +48 +3%
CF
1908
Centaurus Financial
California
$634K -$3.22K -9 -0.5%
MCRM
1909
Midway Capital Research & Management
Illinois
$634K +$613K +1,713 New
HA
1910
Herold Advisors
New York
$633K -$3.94K -11 -0.6%
CA
1911
Cache Advisors
California
$632K – – –
KMWM
1912
Keudell/Morrison Wealth Management
Oregon
$632K +$611K +1,707 New
SMC
1913
Smith, Moore & Co
Missouri
$632K -$36.1K -101 -6%
LSPW
1914
Lake Street Private Wealth
Illinois
$631K +$716 +2 +0.1%
PWM
1915
Palumbo Wealth Management
New York
$631K +$610K +1,706 New
OWM
1916
OneAscent Wealth Management
Alabama
$631K +$128K +358 +27%
PG
1917
Patten Group
Tennessee
$630K +$76.9K +215 +14%
ISFAN
1918
Investor's Fiduciary Advisor Network
Washington
$629K +$57.3K +160 +10%
ZCI
1919
Zevenbergen Capital Investments
Washington
$629K – – –
SSG
1920
Summit Securities Group
New York
$629K +$409K +1,144 +206%
TNA
1921
True North Advisors
Texas
$628K -$11.8K -33 -2%
HTIM
1922
Harbour Trust & Investment Management
Indiana
$628K -$1.79K -5 -0.3%
CAI
1923
Capital Advisors Inc
Oklahoma
$626K -$28.3K -79 -4%
RFA
1924
Reyes Financial Architecture
California
$626K -$18.3K -51 -3%
IIC
1925
Integrated Investment Consultants
Michigan
$624K -$17.5K -49 -3%
75 76
77
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