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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KI
1351
Kula Investments
Illinois
$447K +$448K +3,023 New
AI
1352
Accredited Investors
Minnesota
$446K -$9.78K -66 -2%
PWA
1353
Phoenix Wealth Advisors
North Carolina
$444K +$23.9K +161 +6%
LWMM
1354
Legacy Wealth Management (Mississippi)
Mississippi
$443K – – –
CB
1355
Centennial Bank
Arkansas
$443K +$445K +3,000 New
MSS
1356
Mitchell Sinkler & Starr
Pennsylvania
$443K +$445K +3,000 New
CNBTD
1357
Citizens National Bank Trust Department
Mississippi
$443K -$66.7K -450 -13%
LJAC
1358
L.J. Altfest & Co
New York
$440K -$15K -101 -3%
EFL
1359
ERn Financial LLC
Wisconsin
$440K +$2.37K +16 +0.5%
V
1360
VeraBank
Texas
$438K +$4.59K +31 +1%
SAM
1361
Sompo Asset Management
Japan
$437K +$4.45K +30 +1%
PCH
1362
PGIM Custom Harvest
New Jersey
$437K +$439K +2,960 New
JWBC
1363
John W. Bristol & Co
New York
$434K -$71.3K -481 -14%
AIM
1364
Athena Investment Management
California
$431K +$13.5K +91 +3%
CA
1365
Cambridge Advisors
Nebraska
$430K – – –
PCM
1366
Penserra Capital Management
California
$428K -$109K -734 -20%
WP
1367
WMS Partners
Maryland
$427K -$12K -81 -3%
RSWM
1368
Robertson Stephens Wealth Management
California
$427K +$5.93K +40 +1%
PL
1369
Plancorp LLC
Missouri
$426K -$9.78K -66 -2%
TLCM
1370
Twin Lakes Capital Management
California
$426K +$593 +4 +0.1%
RCG
1371
Regatta Capital Group
California
$426K +$37.3K +252 +10%
ITIM
1372
Indiana Trust & Investment Management
Indiana
$426K – – –
BST
1373
Bath Savings Trust
Maine
$424K -$117K -789 -22%
MA
1374
Mezzasalma Advisors
New Jersey
$423K -$90.1K -608 -18%
ME
1375
McIlrath & Eck
Washington
$421K – – –
53 54
55
56 57