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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DEA
901
DoubleLine ETF Adviser
Florida
$2.27M +$74.6K +360 +4%
UHC
902
Union Heritage Capital
Michigan
$2.27M +$408K +1,968 +25%
NAM
903
NTV Asset Management
West Virginia
$2.26M – – –
RT
904
Rockland Trust
Massachusetts
$2.26M -$65.9K -318 -3%
SPG
905
Strategic Planning Group
Utah
$2.26M +$206K +995 +11%
FWA
906
FOCUS Wealth Advisors
Texas
$2.25M +$63.2K +305 +3%
DAM
907
Doheny Asset Management
California
$2.25M -$33.6K -162 -2%
KW
908
KWB Wealth
California
$2.24M -$219K -1,054 -10%
FSA
909
Financial Security Advisor
Virginia
$2.24M -$18.7K -90 -0.9%
JWCA
910
J.W. Cole Advisors
Florida
$2.24M +$4.15K +20 +0.2%
MCM
911
Mengis Capital Management
Oregon
$2.23M +$2.03M +9,806 New
GC
912
GFG Capital
Florida
$2.23M -$551K -2,655 -21%
FIM
913
Freedom Investment Management
Connecticut
$2.23M -$86.5K -417 -4%
SYBT
914
Stock Yards Bank & Trust
Kentucky
$2.22M -$87.1K -420 -4%
AP
915
Americana Partners
Texas
$2.22M -$136K -655 -6%
MHIC
916
Marble Harbor Investment Counsel
Massachusetts
$2.21M +$57.2K +276 +3%
JIC
917
Joel Isaacson & Co
New York
$2.21M +$829 +4 +0%
IPW
918
Inlet Private Wealth
Florida
$2.2M – – –
KC
919
Knuff & Co
California
$2.2M – – –
PIM
920
Penobscot Investment Management
Massachusetts
$2.19M -$51.8K -250 -3%
WI
921
Wintrust Investments
Illinois
$2.19M -$71.1K -343 -3%
GLR
922
Great Lakes Retirement
Ohio
$2.15M +$22.6K +109 +1%
CC
923
Constitution Capital
Connecticut
$2.15M -$20.7K -100 -1%
BHPW
924
Beverly Hills Private Wealth
California
$2.15M -$141K -679 -7%
TW
925
Trajan Wealth
Arizona
$2.15M +$1.96M +9,435 New
35 36
37
38 39