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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1576
Magnolia Capital Management
New York
$298K – – –
BC
1577
Burney Company
Virginia
$298K -$187K -1,145 -36%
RZH
1578
Relyea Zuckerberg Hanson
Connecticut
$298K +$14.4K +88 +5%
FCA
1579
FinTrust Capital Advisors
South Carolina
$297K -$25K -153 -7%
WCFA
1580
Walkner Condon Financial Advisors
Wisconsin
$296K +$2.78K +17 +0.9%
ACM
1581
Arcataur Capital Management
Wisconsin
$295K – – –
RWP
1582
Ridgecrest Wealth Partners
California
$295K -$1.64K -10 -0.5%
AIM
1583
Allen Investment Management
New York
$295K +$5.72K +35 +2%
CCWM
1584
Cassaday & Co Wealth Management
Virginia
$294K +$49.1K +300 +18%
WTB
1585
Washington Trust Bank
Washington
$293K – – –
FB
1586
First Bancorp
Maine
$293K – – –
KMWM
1587
Keudell/Morrison Wealth Management
Oregon
$291K -$14.2K -87 -4%
MFC
1588
Mechanics Financial Corp
Ohio
$291K – – –
RMDI
1589
R.M. Davis Inc
Maine
$289K -$3.76K -23 -1%
RWPA
1590
Richard W. Paul & Associates
Michigan
$289K -$12.4K -76 -4%
IFO
1591
Independent Family Office
New York
$288K – – –
VWM
1592
Venturi Wealth Management
Texas
$288K -$47.3K -289 -13%
MTIC
1593
Missouri Trust & Investment Company
Missouri
$288K -$11.9K -73 -4%
GSEP
1594
Golden State Equity Partners
California
$287K +$25.2K +154 +9%
AWM
1595
Accurate Wealth Management
Florida
$287K +$44.3K +271 +17%
SG
1596
StoneX Group
New York
$287K -$56.8K -347 -15%
AS
1597
Altshuler Shaham
Israel
$286K -$1.06M -6,469 -77%
BIM
1598
Barton Investment Management
Pennsylvania
$283K – – –
CIG
1599
Cairn Investment Group
Washington
$283K – – –
KFP
1600
KB Financial Partners
New Jersey
$283K +$33.2K +203 +12%
62 63
64
65 66