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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2751
Rossby Financial
Florida
$141K +$12.8K +40 +11%
B
2752
Birchbrook
Maine
$139K – – –
BGAI
2753
Bruce G. Allen Investments
Colorado
$138K -$2.24K -7 -2%
GKIM
2754
GW&K Investment Management
Massachusetts
$136K -$961 -3 -0.7%
RFS
2755
Richardson Financial Services
Massachusetts
$135K -$13.8K -43 -10%
FMB
2756
Field & Main Bank
Kentucky
$135K -$17K -53 -12%
AA
2757
Addison Advisors
Vermont
$134K -$59.6K -186 -32%
PF
2758
PlanVest Financial
Maryland
$134K +$30.4K +95 +32%
AI
2759
AXS Investments
New York
$133K -$20.8K -65 -14%
GG
2760
Gleason Group
Kentucky
$131K +$10.9K +34 +10%
AEPWM
2761
Atlantic Edge Private Wealth Management
Florida
$127K – – –
OPTFSNA
2762
Old Point Trust & Financial Services N A
Virginia
$126K +$22.4K +70 +23%
APW
2763
Allied Private Wealth
Florida
$124K +$118K +370 New
JAM
2764
JCIC Asset Management
Ontario, Canada
$124K – – –
PCFFS
2765
Pacific Center for Financial Services
California
$123K – – –
HCM
2766
Hollencrest Capital Management
California
$121K -$1.92K -6 -2%
BWM
2767
Bernard Wealth Management
Michigan
$118K -$5.44K -17 -5%
MCI
2768
MRP Capital Investments
Georgia
$118K – – –
PFO
2769
Pioneer Family Office
Florida
$118K – – –
PWMA
2770
Pension & Wealth Management Advisors
Massachusetts
$117K +$13.4K +42 +14%
CRI
2771
Commonwealth Retirement Investments
Virginia
$117K +$110K +345 New
SMBT
2772
Southern Michigan Bank & Trust
Michigan
$115K – – –
KFP
2773
Kerr Financial Planning
California
$115K -$4.48K -14 -4%
BH
2774
Burk Holdings
Oklahoma
$113K – – –
GSEP
2775
Golden State Equity Partners
California
$112K -$3.53M -11,017 -97%
109 110
111
112 113