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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1626
Moisand Fitzgerald Tamayo
Florida
$629K – – –
UB
1627
Umpqua Bank
Oregon
$624K +$10.3K +35 +2%
PHAM
1628
Palisades Hudson Asset Management
Florida
$623K -$120K -406 -15%
EI
1629
Ecofi Investissements
France
$621K – – –
MBTD
1630
Mechanics Bank - Trust Department
California
$620K – – –
SLA
1631
Silver Lake Advisory
Utah
$616K +$887 +3 +0.1%
AWM
1632
Arista Wealth Management
Nevada
$615K +$3.55K +12 +0.5%
CHAM
1633
Clear Harbor Asset Management
Connecticut
$614K +$23.4K +79 +4%
HBW
1634
Hazlett, Burt & Watson
West Virginia
$612K +$22.5K +76 +3%
AWM
1635
Angeles Wealth Management
California
$612K +$68.9K +233 +11%
RCA
1636
Roberts Capital Advisors
Colorado
$609K +$669K +2,263 New
ATFA
1637
All Terrain Financial Advisors
Minnesota
$608K – – –
TSMHT
1638
Thurston Springer Miller Herd & Titak
Indiana
$607K +$148K +500 +28%
BHIA
1639
Birch Hill Investment Advisors
Massachusetts
$605K – – –
FMLI
1640
Fukoku Mutual Life Insurance
Japan
$604K – – –
TCA
1641
Transcend Capital Advisors
New Jersey
$603K +$113K +382 +21%
LC
1642
Lavaca Capital
Texas
$602K +$887 +3 +0.1%
SEIA
1643
Signature Estate & Investment Advisors
California
$601K +$22.5K +76 +4%
SMA
1644
Seven Mile Advisory
New Jersey
$600K -$3.84K -13 -0.6%
CD
1645
Chapin Davis
Maryland
$600K +$591 +2 +0.1%
CCM
1646
CAAS Capital Management
New York
$599K +$342K +1,157 +108%
VC
1647
Vicus Capital
Pennsylvania
$599K +$92.5K +313 +16%
TIA
1648
Tiemann Investment Advisors
California
$598K -$17.7K -60 -3%
TWP
1649
Tower Wealth Partners
Pennsylvania
$598K +$102K +344 +18%
CA
1650
Claris Advisors
Missouri
$597K +$296 +1 +0%
64 65
66
67 68