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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1026
Level Four Advisory Services
Texas
$2.31M +$70.1K +244 +3%
FPAS
1027
Focus Partners Advisor Solutions
Missouri
$2.3M +$347K +1,208 +18%
HIC
1028
Holderness Investments Company
North Carolina
$2.3M +$11.5K +40 +0.5%
BHBT
1029
Burke & Herbert Bank & Trust
Virginia
$2.3M – – –
DIP
1030
Davis Investment Partners
North Carolina
$2.29M -$58.9K -205 -3%
TFCM
1031
Taylor Frigon Capital Management
Arizona
$2.28M -$73.3K -255 -3%
RWB
1032
RMR Wealth Builders
New Jersey
$2.28M +$151K +527 +7%
P
1033
Pitcairn
Pennsylvania
$2.27M -$64.6K -225 -3%
CNBTD
1034
Citizens National Bank Trust Department
Mississippi
$2.27M -$15.2K -53 -0.7%
RCIM
1035
Red Cedar Investment Management
Michigan
$2.26M +$228K +792 +12%
USCWA
1036
U.S. Capital Wealth Advisors
Texas
$2.25M +$112K +390 +5%
RCM
1037
RMR Capital Management
California
$2.24M – – –
PAM
1038
Palisade Asset Management
Minnesota
$2.23M -$39.6K -138 -2%
HNB
1039
Hilltop National Bank
Wyoming
$2.23M +$160K +558 +8%
BHPW
1040
Beverly Hills Private Wealth
California
$2.23M -$63.8K -222 -3%
OFS
1041
Oldfather Financial Services
Nebraska
$2.23M – – –
GM
1042
GeoWealth Management
Illinois
$2.21M +$105K +367 +5%
BO
1043
Bank OZK
Arkansas
$2.21M +$224K +781 +12%
NPT
1044
Nixon Peabody Trust
Massachusetts
$2.21M +$37.9K +132 +2%
CSC
1045
Caldwell Sutter Capital
California
$2.2M – – –
VC
1046
Veracity Capital
Georgia
$2.2M -$1.72K -6 -0.1%
HDA
1047
Harold Davidson & Associates
California
$2.2M +$2.13M +7,404 New
NHC
1048
Nicholas Hoffman & Company
Georgia
$2.19M -$5.17K -18 -0.2%
DA
1049
Dover Advisors
Virginia
$2.19M -$50.3K -175 -2%
TFS
1050
Thoroughbred Financial Services
Tennessee
$2.19M -$28.4K -99 -1%
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43 44