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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
1201
Legacy Edge Advisors
New York
$2.18M +$2.11M +5,897 New
LCG
1202
Lakeshore Capital Group
Illinois
$2.18M +$36.1K +101 +2%
SFO
1203
Stokes Family Office
Louisiana
$2.18M -$54.8K -153 -3%
WTA
1204
Washington Trust Advisors
Massachusetts
$2.18M -$9.66K -27 -0.5%
HWP
1205
Highline Wealth Partners
California
$2.17M +$6.8K +19 +0.3%
SFA
1206
Souders Financial Advisors
Ohio
$2.16M +$45.8K +128 +2%
TPW
1207
Transatlantique Private Wealth
New York
$2.11M -$96.6K -270 -5%
TCBWMS
1208
Texas Capital Bank Wealth Management Services
Texas
$2.11M +$1.65M +4,615 +426%
CCA
1209
Cadent Capital Advisors
Oklahoma
$2.1M +$452K +1,263 +29%
SP
1210
Stonebrook Private
Michigan
$2.1M +$9.3K +26 +0.5%
FPAS
1211
Focus Partners Advisor Solutions
Missouri
$2.09M +$462K +1,290 +30%
PPWP
1212
Premier Path Wealth Partners
New Jersey
$2.09M +$61.2K +171 +3%
CCA
1213
Checchi Capital Advisers
California
$2.09M -$9.3K -26 -0.5%
CA
1214
Crewe Advisors
Utah
$2.08M -$716 -2 -0%
ABC
1215
Associated Banc-Corp
Wisconsin
$2.08M -$82.3K -230 -4%
JRPIM
1216
Journey Retirement Planning & Investment Management
Idaho
$2.08M +$2.01M +5,628 New
PTC
1217
Private Trust Company
Ohio
$2.08M +$16.5K +46 +0.8%
NSIM
1218
North Star Investment Management
Illinois
$2.08M +$332K +928 +20%
KCM
1219
KRS Capital Management
Michigan
$2.07M -$1.43K -4 -0.1%
IA
1220
Insight Advisors
Pennsylvania
$2.07M -$42.2K -118 -2%
3IP
1221
3Chopt Investment Partners
Virginia
$2.07M -$38.6K -108 -2%
CAL
1222
Capital Analysts LLC
Pennsylvania
$2.06M +$16.5K +46 +0.8%
IA
1223
Integrity Alliance
Iowa
$2.05M +$440K +1,230 +28%
HIMS
1224
Hager Investment Management Services
New Hampshire
$2.05M +$509K +1,422 +35%
NS
1225
NBC Securities
Alabama
$2.05M -$66.2K -185 -3%
47 48
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