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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1276
Kurt F. Somerville
$530K -$33K -200 -5%
TW
1277
Transform Wealth
Colorado
$529K +$17.8K +108 +3%
RIA
1278
Richwood Investment Advisors
Ohio
$527K +$19.8K +120 +3%
CIC
1279
Carnegie Investment Counsel
Ohio
$527K +$139K +842 +28%
BMC
1280
Benin Management Corp
Connecticut
$526K – – –
FHA
1281
First Horizon Advisors
Tennessee
$526K +$140K +850 +29%
MIM
1282
Merrion Investment Management
New Jersey
$524K -$18.2K -110 -3%
TF
1283
Tompkins Financial
New York
$524K – – –
FMLI
1284
Fukoku Mutual Life Insurance
Japan
$522K -$116K -700 -16%
VCP
1285
Verus Capital Partners
Arizona
$522K -$85.9K -520 -12%
FMII
1286
Farmers & Merchants Investments Inc
Nebraska
$522K – – –
TCM
1287
Twin Capital Management
Pennsylvania
$521K -$6.61K -40 -1%
AWM
1288
Aries Wealth Management
Maine
$521K +$620K +3,756 New
SWA
1289
Sutton Wealth Advisors
Florida
$518K -$3.14K -19 -0.5%
FCCM
1290
First City Capital Management
Georgia
$518K -$4.96K -30 -0.8%
CBN
1291
Cadence Bank NA
Texas
$517K +$6.44K +39 +1%
BA
1292
Bellwether Advisors
Nebraska
$516K +$472K +2,857 +330%
CBT
1293
CoreFirst Bank & Trust
Kansas
$515K – – –
APC
1294
Aspire Private Capital
North Carolina
$515K +$3.3K +20 +0.5%
IC
1295
Intersect Capital
California
$515K +$4.63K +28 +0.8%
CB
1296
Cadence Bank
Mississippi
$514K -$41.5K -251 -6%
OL
1297
Optas LLC
Texas
$514K +$53.2K +322 +9%
FMN
1298
Financial Management Network
California
$512K +$18.2K +110 +3%
WPC
1299
Wedmont Private Capital
Pennsylvania
$511K +$108K +653 +22%
SWM
1300
SeaCrest Wealth Management
New York
$510K -$13.7K -83 -2%
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