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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
1451
Great Valley Advisor Group
Delaware
$208K -$48.8K -408 -20%
BRWM
1452
B. Riley Wealth Management
Tennessee
$208K +$179K +1,494 +830%
AW
1453
Avion Wealth
Texas
$208K +$199K +1,668 New
FI
1454
FormulaFolio Investments
Michigan
$208K +$200K +1,673 New
FA
1455
Fagan Associates
New York
$207K +$198K +1,660 New
ICP
1456
Ironvine Capital Partners
Nebraska
$207K +$199K +1,664 New
TIA
1457
Traphagen Investment Advisors
New Jersey
$207K +$199K +1,662 New
ISWM
1458
Independent Solutions Wealth Management
New York
$206K +$198K +1,655 New
AWM
1459
Aevitas Wealth Management
Massachusetts
$205K -$17.8K -149 -8%
SLT
1460
St Louis Trust
Missouri
$204K +$196K +1,640 New
MBTD
1461
Mechanics Bank - Trust Department
California
$204K +$196K +1,641 New
BSPF
1462
British Steel Pension Fund
United Kingdom
$203K – – –
VIM
1463
Vista Investment Management
Pennsylvania
$202K +$194K +1,625 New
BA
1464
Ballast Advisors
Minnesota
$201K +$193K +1,612 New
CHC
1465
City Holding Co
West Virginia
$200K – – –
TI
1466
Truehand Inc
New Hampshire
$199K – – –
BL
1467
Balentine LLC
Georgia
$197K -$621K -5,193 -77%
CB
1468
CNB Bank
Pennsylvania
$196K -$5.98K -50 -3%
FC
1469
FORA Capital
Florida
$195K +$188K +1,569 New
PO
1470
Private Ocean
California
$194K +$1.79K +15 +1%
DAM
1471
Delta Asset Management
Tennessee
$193K -$956 -8 -0.5%
AAP
1472
Arax Advisory Partners
Colorado
$193K +$17.9K +150 +11%
BCI
1473
Brinker Capital Investments
Pennsylvania
$191K – – –
MIFH
1474
Migdal Insurance & Financial Holdings
Israel
$191K +$148K +1,237 +407%
FANJ
1475
Financial Architects (New Jersey)
New Jersey
$190K – – –
57 58
59
60 61