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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1726
Allen Investment Management
New York
$532K – – –
SWA
1727
Sax Wealth Advisors
New Jersey
$532K +$20.7K +70 +4%
BCM
1728
Blume Capital Management
California
$528K -$25.4K -86 -4%
DIP
1729
Davis Investment Partners
North Carolina
$527K -$1.7M -5,741 -74%
DTC
1730
Davidson Trust Company
Washington
$527K +$91.6K +310 +19%
HFM
1731
Harvest Fund Management
China
$523K -$2.86M -9,672 -83%
ZBNA
1732
Zions Bancorporation, National Association
Utah
$523K +$574K +1,943 New
AWE
1733
Avidian Wealth Enterprises
Texas
$520K +$6.5K +22 +1%
IFO
1734
Independent Family Office
New York
$520K – – –
IIA
1735
IPG Investment Advisors
California
$519K +$296K +1,000 +108%
BIC
1736
Beach Investment Counsel
Pennsylvania
$519K -$250K -845 -30%
KMWM
1737
Keudell/Morrison Wealth Management
Oregon
$518K – – –
LFM
1738
LGT Fund Management
Liechtenstein
$517K -$571K -1,931 -50%
MSWA
1739
Marshall & Sterling Wealth Advisors
New York
$514K -$54.4K -184 -9%
RPC
1740
Rossmore Private Capital
Connecticut
$514K -$57.3K -194 -9%
WKSWA
1741
White Knight Strategic Wealth Advisors
New Jersey
$513K -$569K -1,925 -50%
MAWA
1742
Moss Adams Wealth Advisors
Washington
$512K -$25.4K -86 -4%
WIM
1743
Wittenberg Investment Management
Massachusetts
$511K -$151K -510 -21%
CIG
1744
Cairn Investment Group
Washington
$511K – – –
OC
1745
Optima Capital
Oregon
$510K – – –
TNBTD
1746
Trustmark National Bank Trust Department
Mississippi
$509K +$7.39K +25 +1%
RS
1747
R Squared
Hong Kong
$509K +$559K +1,890 New
PWP
1748
PrairieView Wealth Partners
Illinois
$508K +$21K +71 +4%
GFP
1749
Gryphon Financial Partners
Ohio
$508K +$218K +738 +64%
KCM
1750
Kathmere Capital Management
Pennsylvania
$507K +$28.1K +95 +5%
68 69
70
71 72