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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1201
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.76M +$69.7K +208 +4%
PVI
1202
Pine Valley Investments
New Jersey
$1.75M +$231K +689 +13%
WTA
1203
Washington Trust Advisors
Massachusetts
$1.75M -$35.2K -105 -2%
HIMS
1204
Hager Investment Management Services
New Hampshire
$1.73M +$60.4K +180 +3%
CPG
1205
Cornerstone Planning Group
New Jersey
$1.72M +$38.2K +114 +2%
SFA
1206
Souders Financial Advisors
Ohio
$1.72M -$53K -158 -3%
SP
1207
Stonebrook Private
Michigan
$1.72M +$1.34K +4 +0.1%
CA
1208
Crewe Advisors
Utah
$1.71M +$10.4K +31 +0.6%
SC
1209
SummitTX Capital
Texas
$1.71M +$1.89M +5,651 New
ABC
1210
Associated Banc-Corp
Wisconsin
$1.7M +$1.34K +4 +0.1%
KCM
1211
KRS Capital Management
Michigan
$1.7M +$11.7K +35 +0.6%
OW
1212
Olistico Wealth
Oklahoma
$1.7M +$266K +793 +16%
LWANC
1213
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.7M -$4.02K -12 -0.2%
NSIM
1214
North Star Investment Management
Illinois
$1.69M -$4.69K -14 -0.2%
SWM
1215
Spire Wealth Management
Virginia
$1.69M -$4.65M -13,875 -71%
WAM
1216
Wolverine Asset Management
Illinois
$1.69M +$1.87M +5,583 New
BB
1217
Busey Bank
Illinois
$1.68M -$120K -358 -6%
3IP
1218
3Chopt Investment Partners
Virginia
$1.68M -$11.1K -33 -0.6%
HC
1219
Hendley & Co
Ohio
$1.68M +$1.49M +4,455 +409%
BAM
1220
Beaumont Asset Management
Texas
$1.67M +$246K +735 +15%
NWM
1221
Northcape Wealth Management
New York
$1.67M – – –
HH
1222
Hilltop Holdings
Texas
$1.67M +$378K +1,127 +26%
FWTB
1223
First Western Trust Bank
Colorado
$1.66M -$195K -581 -10%
ABWM
1224
Alpine Bank Wealth Management
Colorado
$1.65M – – –
AIM
1225
Acropolis Investment Management
Missouri
$1.65M -$27.2K -81 -1%
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