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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1726
OneAscent Wealth Management
Alabama
$220K +$221K +1,492 New
DAM
1727
Delta Asset Management
Tennessee
$220K – – –
HI
1728
Humankind Investments
New York
$219K +$220K +1,485 New
CHC
1729
City Holding Co
West Virginia
$219K – – –
FOA
1730
Five Oceans Advisors
California
$217K -$20.3K -137 -9%
IB
1731
Intrust Bank
Kansas
$217K +$217K +1,466 New
PWS
1732
Peterson Wealth Services
Utah
$216K +$217K +1,464 New
SCM
1733
Stonebridge Capital Management
California
$216K -$148K -1,000 -41%
TWM
1734
Thrive Wealth Management
Pennsylvania
$216K +$216K +1,461 New
WCA
1735
Westover Capital Advisors
Delaware
$216K -$7.41K -50 -3%
DTC
1736
Davidson Trust Company
Washington
$215K +$216K +1,458 New
AC
1737
Avestar Capital
New York
$215K +$216K +1,456 New
HFS
1738
Hantz Financial Services
Michigan
$215K -$30.5K -206 -12%
LWA
1739
Lineweaver Wealth Advisors
Ohio
$215K -$24.4K -165 -10%
AWA
1740
Amplius Wealth Advisors
Pennsylvania
$215K +$215K +1,453 New
CAM
1741
Cozad Asset Management
Illinois
$214K +$215K +1,450 New
LJHT
1742
Laurie J. Hall Trustee
$214K – – –
M
1743
MOTCO
Texas
$213K -$106K -717 -33%
RWA
1744
Roberts Wealth Advisors
California
$213K +$215K +1,450 New
ECAM
1745
East Coast Asset Management
Massachusetts
$213K +$214K +1,442 New
CFO
1746
CVA Family Office
Colorado
$213K +$32.6K +220 +18%
DWM
1747
Drive Wealth Management
Utah
$212K +$212K +1,432 New
BWP
1748
Balboa Wealth Partners
Arizona
$212K +$212K +1,431 New
FBC
1749
Fairfield, Bush & Co
Connecticut
$211K +$212K +1,430 New
PIA
1750
Perennial Investment Advisors
California
$211K +$212K +1,429 New
68 69
70
71 72