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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1751
Tiemann Investment Advisors
California
$642K -$35K -110 -5%
ACM
1752
Avalon Capital Management
California
$642K -$26.7K -84 -4%
OFS
1753
OneAscent Financial Services
Alabama
$642K -$121K -379 -16%
CMTU
1754
Capital Markets Trading (UK)
United Kingdom
$642K +$217K +681 +54%
IFO
1755
Independent Family Office
New York
$642K – – –
WKSWA
1756
White Knight Strategic Wealth Advisors
New Jersey
$641K +$636 +2 +0.1%
TCM
1757
Tang Capital Management
California
$641K -$393K -1,237 -39%
BLC
1758
Brown, Lisle/Cummings
Rhode Island
$639K -$39.8K -125 -6%
FF
1759
Francis Financial
$638K +$509K +1,600 New
KFS
1760
Kaizen Financial Strategies
California
$637K +$554K +1,742 New
DTC
1761
Davidson Trust Company
Washington
$636K -$14.3K -45 -2%
RCM
1762
Raleigh Capital Management
North Carolina
$633K -$27K -85 -4%
WIM
1763
Wittenberg Investment Management
Massachusetts
$631K – – –
CIG
1764
Cairn Investment Group
Washington
$631K – – –
JWA
1765
JFS Wealth Advisors
Pennsylvania
$631K – – –
WBC
1766
West Branch Capital
Massachusetts
$630K +$194K +609 +47%
PF
1767
Phoenix Financial
Israel
$628K – – –
PWP
1768
PrairieView Wealth Partners
Illinois
$627K – – –
CP
1769
Clarendon Private
Massachusetts
$627K -$48.3K -152 -7%
ZIG
1770
Zullo Investment Group
Pennsylvania
$626K -$1.91K -6 -0.3%
TS
1771
TradeWell Securities
Indiana
$625K +$108K +338 +22%
FMLI
1772
Fukoku Mutual Life Insurance
Japan
$624K -$53.4K -168 -8%
MFC
1773
Mechanics Financial Corp
Ohio
$623K – – –
SIAP
1774
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$622K +$318 +1 +0.1%
RWP
1775
Ridgecrest Wealth Partners
California
$621K – – –
69 70
71
72 73