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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1651
Main Street Financial Solutions
Pennsylvania
$770K -$40.9K -122 -5%
ITIM
1652
Indiana Trust & Investment Management
Indiana
$764K -$73.4K -219 -8%
TLCM
1653
Twin Lakes Capital Management
California
$764K -$19.4K -58 -2%
AF
1654
Arrow Financial
New York
$759K -$111K -330 -12%
PVM
1655
Palogic Value Management
Texas
$758K – – –
AA
1656
Auxano Advisors
Washington
$756K -$16.1K -48 -2%
WBC
1657
West Branch Capital
Massachusetts
$756K -$169K -504 -17%
CBT
1658
CoreFirst Bank & Trust
Kansas
$754K -$5.03K -15 -0.6%
GFP
1659
Gryphon Financial Partners
Ohio
$753K +$12.1K +36 +1%
USB
1660
Union Savings Bank
Connecticut
$751K -$8.72K -26 -1%
GAA
1661
Global Assets Advisory
Florida
$751K +$208K +619 +33%
SB
1662
Strategic Blueprint
Georgia
$750K +$68.4K +204 +9%
CTWM
1663
Cherry Tree Wealth Management
Minnesota
$750K – – –
AI
1664
Arvest Investments
Arkansas
$750K -$9.39K -28 -1%
DIP
1665
DT Investment Partners
Pennsylvania
$749K – – –
FSAG
1666
Financial Solutions Advisory Group
Illinois
$749K +$830K +2,475 New
KF
1667
KKM Financial
Illinois
$748K – – –
RFP
1668
Root Financial Partners
California
$746K +$149K +444 +22%
PWA
1669
Phoenix Wealth Advisors
North Carolina
$745K -$82.1K -245 -9%
MAM
1670
McLean Asset Management
Virginia
$743K -$8.38K -25 -1%
PIA
1671
Perennial Investment Advisors
California
$743K +$80.1K +239 +11%
SIA
1672
SGL Investment Advisors
Montana
$741K +$1.68K +5 +0.2%
OWA
1673
Opal Wealth Advisors
New York
$740K +$2.35K +7 +0.3%
ONST
1674
Old North State Trust
North Carolina
$738K +$130K +389 +19%
JSSH
1675
J. Safra Sarasin Holding
$737K -$1.91M -5,682 -70%
65 66
67
68 69