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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
2801
JCIC Asset Management
Ontario, Canada
$152K – – –
MMCM
2802
Murphy & Mullick Capital Management
New York
$151K +$36.1K +101 +33%
SG
2803
Sankala Group
Colorado
$148K +$172K +480 New
MCI
2804
MRP Capital Investments
Georgia
$148K -$65.8K -184 -32%
GKIM
2805
GW&K Investment Management
Massachusetts
$145K +$3.58K +10 +3%
BDPWM
2806
Barnes Dennig Private Wealth Management
Ohio
$143K +$138K +387 New
HNW
2807
High Note Wealth
Minnesota
$141K +$13.6K +38 +11%
RFS
2808
Richardson Financial Services
Massachusetts
$140K +$15K +42 +12%
AEPWM
2809
Atlantic Edge Private Wealth Management
Florida
$138K -$7.16K -20 -5%
RIP
2810
RAM Investment Partners
Washington
$137K +$132K +369 New
BWM
2811
Bernard Wealth Management
Michigan
$136K – – –
HCM
2812
Hollencrest Capital Management
California
$135K +$358 +1 +0.3%
WT
2813
WHI Trust
Illinois
$132K +$128K +357 New
GG
2814
Gleason Group
Kentucky
$131K +$3.58K +10 +3%
PFO
2815
Pioneer Family Office
Florida
$129K +$125K +350 New
GCM
2816
Gables Capital Management
Florida
$126K – – –
BCM
2817
Boreal Capital Management
Florida
$124K +$7.16K +20 +6%
KFP
2818
Kerr Financial Planning
California
$122K -$358 -1 -0.3%
RF
2819
Rossby Financial
Florida
$119K +$17.2K +48 +18%
NCM
2820
Northwest Capital Management
Oregon
$116K – – –
CBT
2821
Crews Bank & Trust
Florida
$115K – – –
BC
2822
Bayforest Capital
United Kingdom
$115K +$111K +311 New
APW
2823
Atlantic Private Wealth
North Carolina
$112K +$108K +303 New
OPTFSNA
2824
Old Point Trust & Financial Services N A
Virginia
$112K – – –
EIP
2825
Essential Investment Partners
Colorado
$111K +$107K +300 New
111 112
113
114 115