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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1076
KRS Capital Management
Michigan
$988K +$6.3K +38 +0.6%
STA
1077
Summit Trail Advisors
New York
$973K +$126K +761 +15%
VV
1078
Verity & Verity
South Carolina
$969K -$610K -3,675 -38%
CS
1079
Cannell & Spears
New York
$965K +$24.9K +150 +3%
DA
1080
Dover Advisors
Virginia
$964K +$187K +1,127 +24%
EIP
1081
Ellis Investment Partners
Pennsylvania
$962K +$1.82K +11 +0.2%
FHA
1082
Flagship Harbor Advisors
Massachusetts
$962K -$164K -987 -14%
ST
1083
Spinnaker Trust
Maine
$960K – – –
HWP
1084
Highline Wealth Partners
California
$953K +$332 +2 +0%
RSWM
1085
Robertson Stephens Wealth Management
California
$945K +$472K +2,843 +98%
WPW
1086
Waldron Private Wealth
Pennsylvania
$945K +$47.1K +284 +5%
LWM
1087
Lyell Wealth Management
California
$941K -$6.8K -41 -0.7%
CA
1088
Crewe Advisors
Utah
$940K -$3.32K -20 -0.3%
TWI
1089
Thomas White International
Illinois
$937K – – –
TW
1090
TrinityPoint Wealth
Connecticut
$934K -$28K -169 -3%
NWM
1091
Northcape Wealth Management
New York
$933K +$939K +5,659 New
FLPIM
1092
F.L. Putnam Investment Management
Massachusetts
$925K +$126K +762 +16%
SF
1093
Symphony Financial
Texas
$924K +$53.3K +321 +6%
CI
1094
Conning Inc
Connecticut
$924K -$32.7K -197 -3%
WA
1095
Wealth Alliance
New York
$923K +$44.3K +267 +5%
BHBT
1096
Burke & Herbert Bank & Trust
Virginia
$920K – – –
FCB
1097
First Command Bank
Texas
$916K -$141K -850 -13%
FCFS
1098
First Command Financial Services
Texas
$916K -$141K -850 -13%
SA
1099
Strategic Advisors
New York
$913K -$24.2K -146 -3%
AWC
1100
Abundance Wealth Counselors
Pennsylvania
$912K +$18.7K +113 +2%
42 43
44
45 46