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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
2326
Ogorek Anthony Joseph
New York
$7K +$2.08K +9 +36%
HI
2327
Hoey Investments
Pennsylvania
$6.95K – – –
CAM
2328
ClariVest Asset Management
California
$6.23K -$3.01K -13 -33%
TFGT
2329
TS Financial Group (TSFG)
Illinois
$6K – – –
TWD
2330
True Wealth Design
Ohio
$5.89K – – –
FUBT
2331
First United Bank & Trust
Maryland
$5.79K – – –
AP
2332
Atwood & Palmer
Missouri
$5.33K -$6.72K -29 -56%
PA
2333
Pineridge Advisors
Missouri
$4.86K +$926 +4 +24%
WAS
2334
Winch Advisory Services
Wisconsin
$4.69K – – –
IA
2335
IFS Advisors
Kansas
$4.63K – – –
CWA
2336
Carolina Wealth Advisors
South Carolina
$3.71K – – –
BFPW
2337
BOK Financial Private Wealth
Colorado
$3.24K – – –
PS
2338
PayPay Securities
Japan
$2.78K -$463 -2 -14%
LIA
2339
Lynx Investment Advisory
District of Columbia
$2.78K +$2.78K +12 New
FIA
2340
FPC Investment Advisory
California
$2.75K – – –
TJHA
2341
Thomas J. Herzfeld Advisors
Florida
$2.32K +$2.32K +10 New
AP
2342
Aspect Partners
Virginia
$2.08K – – –
RWMG
2343
Redwood Wealth Management Group
New Jersey
$2.08K +$2.08K +9 New
SFCL
2344
Strengthening Families & Communities LLC
Massachusetts
$2K +$1.85K +8 New
HFS
2345
HBC Financial Services
Washington
$1K +$1.62K +7 New
WA
2346
WestEnd Advisors
North Carolina
$695 +$232 +1 +50%
CCMI
2347
Creative Capital Management Investments
California
$232 +$232 +1 New
DWM
2348
Dogwood Wealth Management
Kansas
$17 – – –
SCA
2349
Southpoint Capital Advisors
New York
– -$61.5M -270,000 Closed
AIG
2350
American International Group
New York
– -$42.5M -186,721 Closed
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