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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
2026
Leonteq Securities AG
Switzerland
$87.9K -$1.17M -7,258 -94%
CSWM
2027
Cassady Schiller Wealth Management
Ohio
$84.5K – – –
PCFFS
2028
Pacific Center for Financial Services
California
$84.3K – – –
CWP
2029
Concord Wealth Partners
Virginia
$82.6K -$34.9K -217 -33%
FFL
2030
Financial Freedom LLC
Ohio
$82.4K – – –
PP
2031
PrairieView Partners
Minnesota
$82K -$12.2K -76 -15%
AA
2032
Addison Advisors
Vermont
$80.6K +$28K +174 +68%
BHWM
2033
Bay Harbor Wealth Management
Maryland
$78.9K – – –
GG
2034
Gleason Group
Kentucky
$76K +$161 +1 +0.2%
FFO
2035
Fortitude Family Office
Arizona
$75.3K +$64.7K +402 New
FMB
2036
Field & Main Bank
Kentucky
$74.9K – – –
LCM
2037
Logan Capital Management
Pennsylvania
$74.9K – – –
TCWA
2038
Turtle Creek Wealth Advisors
Texas
$73.6K +$63.3K +393 New
CFD
2039
Creative Financial Designs
Indiana
$71.6K -$5.63K -35 -8%
TFIPS
2040
Towarzystwo Funduszy Inwestycyjnych PZU SA
$70.8K +$60.8K +378 New
JFGIW
2041
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69.9K -$3.54K -22 -6%
IWMWV
2042
Ironwood Wealth Management (West Virginia)
West Virginia
$69.8K – – –
NFA
2043
Northwest Financial Advisors
Virginia
$68.3K +$58.6K +364 New
TC
2044
Tacita Capital
Ontario, Canada
$67.4K – – –
BIA
2045
Bell Investment Advisors
California
$67.3K +$19.8K +123 +52%
OLVIG
2046
Oliver Lagore Vanvalin Investment Group
Michigan
$67.3K – – –
PB
2047
Pinnacle Bancorp
Nebraska
$66.5K +$2.42K +15 +4%
SIS
2048
Sound Income Strategies
Florida
$63.6K +$12.9K +80 +31%
EC
2049
EdgeRock Capital
Colorado
$63.1K +$49.1K +305 New
AEPWM
2050
Atlantic Edge Private Wealth Management
Florida
$60.9K +$52.3K +325 New
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