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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
1451
Twin Lakes Capital Management
California
$674K +$695 +3 +0.1%
LAI
1452
Legal Advantage Investments
California
$671K – – –
ITIM
1453
Indiana Trust & Investment Management
Indiana
$667K +$79.9K +345 +14%
NP
1454
Nilsine Partners
Colorado
$667K +$8.8K +38 +1%
PWG
1455
Portside Wealth Group
Utah
$665K -$50.5K -218 -7%
BHB
1456
Bank Hapoalim BM
Israel
$665K – – –
KCPG
1457
Kavar Capital Partners Group
Kansas
$664K – – –
SB
1458
Strategic Blueprint
Georgia
$663K +$22K +95 +3%
HGA
1459
Hobbs Group Advisors
South Carolina
$663K +$663K +2,863 New
JWBC
1460
John W. Bristol & Co
New York
$660K – – –
V
1461
VeraBank
Texas
$659K -$11.6K -50 -2%
AC
1462
Abbrea Capital
California
$657K -$47.5K -205 -7%
BIG
1463
Brooklyn Investment Group
New York
$657K – – –
AC
1464
ASB Consultores
Florida
$655K -$260K -1,123 -28%
USB
1465
Union Savings Bank
Connecticut
$653K -$22.2K -96 -3%
RCIM
1466
Red Cedar Investment Management
Michigan
$652K +$652K +2,814 New
GLLW
1467
Graves Light Lenhart Wealth
Virginia
$651K – – –
GVAG
1468
Great Valley Advisor Group
Delaware
$650K -$35.9K -155 -5%
CBT
1469
CoreFirst Bank & Trust
Kansas
$650K -$3.47K -15 -0.5%
ME
1470
McIlrath & Eck
Washington
$649K – – –
MIM
1471
Meridiem Investment Management
United Kingdom
$649K – – –
KA
1472
Kearns & Associates
California
$648K – – –
PWP
1473
Pursue Wealth Partners
California
$648K +$69.5K +300 +12%
AF
1474
Arrow Financial
New York
$647K -$32.4K -140 -5%
HIP
1475
HUB Investment Partners
Texas
$645K +$47.2K +204 +8%
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