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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2376
Wayfinding Financial
Washington
$189K +$208K +703 New
MTIM
2377
Marathon Trading Investment Management
Pennsylvania
$189K +$207K +701 New
CAIM
2378
Catherine Avery Investment Management
Florida
$188K – – –
FNWM
2379
Financial Network Wealth Management
Utah
$188K -$8.87K -30 -4%
IAG
2380
Innovative Advisory Group
Massachusetts
$187K +$296 +1 +0.1%
FMTCOCP
2381
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$185K – – –
BWL
2382
Bogart Wealth LLC
Virginia
$185K +$8.87K +30 +5%
PWMG
2383
Prestige Wealth Management Group
New Jersey
$183K – – –
KTC
2384
Kentucky Trust Company
Kentucky
$183K -$68K -230 -25%
WCMN
2385
Westchester Capital Management (Nebraska)
Nebraska
$178K – – –
SIS
2386
Sound Income Strategies
Florida
$177K +$32.5K +110 +20%
FFO
2387
Fortitude Family Office
Arizona
$174K -$6.5K -22 -3%
IAS
2388
IMA Advisory Services
Colorado
$173K +$190K +644 New
LB
2389
Legacy Bridge
Iowa
$172K – – –
TFIPS
2390
Towarzystwo Funduszy Inwestycyjnych PZU SA
$172K +$26.6K +90 +16%
1IA
2391
1620 Investment Advisors
Massachusetts
$172K – – –
W
2392
WealthCollab
Washington
$172K – – –
IHWM
2393
Iron Horse Wealth Management
Iowa
$171K -$8.57K -29 -4%
DMBA
2394
Deseret Mutual Benefit Administrators
Utah
$171K +$37.2K +126 +25%
SOW
2395
State of Wyoming
Wyoming
$171K +$188K +635 New
WPWM
2396
Western Pacific Wealth Management
Illinois
$171K – – –
IUHSA
2397
Itau Unibanco Holding S.A.
Brazil
$170K -$20.4K -69 -10%
FMP
2398
Financial Management Professionals
Texas
$169K +$296 +1 +0.2%
CWM
2399
Centricity Wealth Management
Ohio
$169K +$13.6K +46 +8%
T
2400
Tidemark
California
$168K +$8.57K +29 +5%
94 95
96
97 98