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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1026
Accent Capital Management
Ohio
$2.2M – – –
IAMOG
1027
Investors Asset Management of Georgia
Georgia
$2.2M -$88.4K -299 -4%
NI
1028
Natural Investments
California
$2.19M +$43.5K +147 +2%
PH
1029
Pinnacle Holdings
Oklahoma
$2.19M -$113K -381 -4%
BA
1030
Bridgewater Advisors
New York
$2.18M +$2.42M +8,182 New
IA
1031
IFG Advisory
Georgia
$2.18M -$94.9K -321 -4%
WWM
1032
Western Wealth Management
Colorado
$2.17M -$348K -1,177 -13%
FB
1033
Fulton Bank
Pennsylvania
$2.17M -$245K -830 -9%
JFG
1034
Jefferies Financial Group
New York
$2.17M +$1.86M +6,301 +358%
GI
1035
GAMMA Investing
California
$2.16M +$70.3K +238 +3%
RWB
1036
RMR Wealth Builders
New Jersey
$2.16M +$103K +349 +5%
DA
1037
Dover Advisors
Virginia
$2.15M +$188K +636 +9%
RIL
1038
Rothschild Investment LLC
Illinois
$2.12M -$190K -642 -8%
AG
1039
AlTi Global
New York
$2.12M -$202K -682 -8%
SWM
1040
Spire Wealth Management
Virginia
$2.1M +$1.26M +4,254 +119%
OPCM
1041
Osborne Partners Capital Management
California
$2.1M -$8.87K -30 -0.4%
CNBTD
1042
Citizens National Bank Trust Department
Mississippi
$2.1M +$50.8K +172 +2%
NIA
1043
NBZ Investment Advisors
Tennessee
$2.09M +$710K +2,403 +45%
BHBT
1044
Burke & Herbert Bank & Trust
Virginia
$2.08M – – –
HIC
1045
Holderness Investments Company
North Carolina
$2.08M -$4.73K -16 -0.2%
TFCM
1046
Taylor Frigon Capital Management
Arizona
$2.08M +$4.43K +15 +0.2%
SAG
1047
SageView Advisory Group
California
$2.06M -$281K -950 -11%
RCM
1048
RB Capital Management
Nevada
$2.05M +$250K +845 +12%
P
1049
Pitcairn
Pennsylvania
$2.05M -$887 -3 -0%
RCIM
1050
Red Cedar Investment Management
Michigan
$2.05M – – –
40 41
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