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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWL
1626
Leo Wealth LLC
Texas
$368K +$293K +1,818 New
CAM
1627
Cozad Asset Management
Illinois
$367K +$39.4K +245 +14%
CBFP
1628
Cedar Brook Financial Partners
Ohio
$366K +$319K +1,979 New
KMWM
1629
Keudell/Morrison Wealth Management
Oregon
$366K – – –
EWA
1630
Exencial Wealth Advisors
Oklahoma
$366K +$314K +1,951 New
MFC
1631
Mechanics Financial Corp
Ohio
$365K – – –
IFO
1632
Independent Family Office
New York
$362K – – –
CD
1633
Chapin Davis
Maryland
$361K -$22.2K -138 -7%
TI
1634
Truepoint Inc
Ohio
$360K +$309K +1,921 New
GCA
1635
Greenwood Capital Associates
South Carolina
$359K -$3.56M -22,123 -92%
TWM
1636
Trueblood Wealth Management
Ohio
$359K +$308K +1,914 New
C
1637
Certuity
Florida
$357K +$307K +1,905 New
FB
1638
First Bancorp
Maine
$356K -$9.82K -61 -3%
EFG
1639
Everhart Financial Group
Ohio
$356K -$82.9K -515 -21%
DCM
1640
Donaldson Capital Management
Indiana
$356K -$38.3K -238 -11%
CIG
1641
Cairn Investment Group
Washington
$356K – – –
BIM
1642
Barton Investment Management
Pennsylvania
$356K – – –
SG
1643
StoneX Group
New York
$355K -$4.18K -26 -1%
FPFS
1644
First Personal Financial Services
North Carolina
$355K – – –
WTB
1645
Washington Trust Bank
Washington
$354K -$12.1K -75 -4%
GKWIM
1646
Gerber Kawasaki Wealth & Investment Management
California
$352K +$4.02K +25 +1%
RCM
1647
Raleigh Capital Management
North Carolina
$352K +$19.5K +121 +7%
NECFA
1648
New England Capital Financial Advisors
Connecticut
$351K -$483 -3 -0.2%
MTIC
1649
Missouri Trust & Investment Company
Missouri
$351K -$8.53K -53 -3%
VV
1650
Verity & Verity
South Carolina
$351K – – –
64 65
66
67 68