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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1701
Blue Fin Capital
Rhode Island
$422K – – –
MIM
1702
Merrion Investment Management
New Jersey
$422K – – –
PWP
1703
PrairieView Wealth Partners
Illinois
$421K – – –
WCM
1704
Weaver Capital Management
Georgia
$421K +$421K +1,818 New
CBT
1705
Central Bank & Trust
Kentucky
$420K -$44.2K -191 -10%
KAS
1706
KPP Advisory Services
Kentucky
$419K +$926 +4 +0.2%
SWM
1707
Silverlake Wealth Management
Vermont
$419K -$97.3K -420 -19%
SWS
1708
SYSTM Wealth Solutions
Illinois
$418K -$307K -1,325 -42%
CH
1709
Cromwell Holdings
Wyoming
$415K +$415K +1,793 New
EWA
1710
Exencial Wealth Advisors
Oklahoma
$414K -$25.5K -110 -6%
ACM
1711
Allred Capital Management
Texas
$413K -$12.3K -53 -3%
RWPA
1712
Richard W. Paul & Associates
Michigan
$411K -$5.33K -23 -1%
OFS
1713
OneAscent Financial Services
Alabama
$411K +$84.3K +364 +26%
HTIM
1714
Harbour Trust & Investment Management
Indiana
$411K – – –
MTIC
1715
Missouri Trust & Investment Company
Missouri
$410K -$2.32K -10 -0.6%
NA
1716
Nottingham Advisors
New York
$409K – – –
WS
1717
Wela Strategies
Georgia
$408K -$232 -1 -0.1%
SMA
1718
Seven Mile Advisory
New Jersey
$408K -$77.4K -334 -16%
RRA
1719
Round Rock Advisors
Connecticut
$407K +$18.3K +79 +5%
WCM
1720
Windsor Capital Management
Arizona
$407K -$3.01K -13 -0.7%
CT
1721
Clearstead Trust
Maine
$404K – – –
T
1722
TOBAM
France
$403K -$172K -742 -30%
EWS
1723
Evergreen Wealth Solutions
Pennsylvania
$402K +$402K +1,734 New
W
1724
Wealthquest
Ohio
$401K – – –
IIC
1725
Integrated Investment Consultants
Michigan
$400K – – –
67 68
69
70 71