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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1676
Highlander Capital Management
New Jersey
$124K – – –
VCM
1677
Versant Capital Management
Arizona
$123K -$1.25K -8 -1%
PB
1678
Pinnacle Bancorp
Nebraska
$123K – – –
TFO
1679
Tarbox Family Office
California
$121K – – –
SL
1680
Savior LLC
Massachusetts
$120K -$7.36K -47 -6%
BFG
1681
Baron Financial Group
New Jersey
$119K – – –
BWM
1682
BerganKDV Wealth Management
Minnesota
$119K – – –
BMD
1683
Better Money Decisions
New Mexico
$119K +$313 +2 +0.3%
NSB
1684
Norway Savings Bank
Maine
$118K – – –
RCG
1685
Rock Creek Group
District of Columbia
$118K +$1.25K +8 +1%
HFM
1686
Harvest Fund Management
China
$118K +$31.2K +199 +39%
LWA
1687
Lenox Wealth Advisors
New York
$117K -$27.4K -175 -20%
SCM
1688
Sirios Capital Management
Massachusetts
$117K -$11.9K -76 -10%
RDWM
1689
Red Door Wealth Management
Tennessee
$116K +$110K +703 New
BG
1690
Bollard Group
Massachusetts
$115K +$313 +2 +0.3%
GAM
1691
Gemmer Asset Management
California
$115K +$2.04K +13 +2%
AW
1692
Avion Wealth
Texas
$114K -$31.3K -200 -23%
FMTCOCP
1693
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$114K – – –
EWM
1694
Elmwood Wealth Management
California
$112K – – –
FHC
1695
First Horizon Corporation
Tennessee
$112K +$1.1K +7 +1%
LCM
1696
Logan Capital Management
Pennsylvania
$110K – – –
CFG
1697
CKW Financial Group
Hawaii
$109K – – –
WLPWM
1698
Walled Lake Planning & Wealth Management
Illinois
$109K +$21.9K +140 +27%
PMFA
1699
Plante Moran Financial Advisors
Michigan
$107K +$55.1K +352 +120%
CL
1700
COWA LLC
Oklahoma
$107K +$16.3M +103,871 +9,200%
66 67
68
69 70