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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1751
OneAscent Financial Services
Alabama
$642K -$121K -379 -16%
CMTU
1752
Capital Markets Trading (UK)
United Kingdom
$642K +$217K +681 +54%
IFO
1753
Independent Family Office
New York
$642K – – –
WKSWA
1754
White Knight Strategic Wealth Advisors
New Jersey
$641K +$636 +2 +0.1%
TCM
1755
Tang Capital Management
California
$641K -$393K -1,237 -39%
BLC
1756
Brown, Lisle/Cummings
Rhode Island
$639K -$39.8K -125 -6%
FF
1757
Francis Financial
$638K +$509K +1,600 New
KFS
1758
Kaizen Financial Strategies
California
$637K +$554K +1,742 New
DTC
1759
Davidson Trust Company
Washington
$636K -$14.3K -45 -2%
RCM
1760
Raleigh Capital Management
North Carolina
$633K -$27K -85 -4%
WIM
1761
Wittenberg Investment Management
Massachusetts
$631K – – –
CIG
1762
Cairn Investment Group
Washington
$631K – – –
JWA
1763
JFS Wealth Advisors
Pennsylvania
$631K – – –
WBC
1764
West Branch Capital
Massachusetts
$630K +$194K +609 +47%
PF
1765
Phoenix Financial
Israel
$628K – – –
PWP
1766
PrairieView Wealth Partners
Illinois
$627K – – –
CP
1767
Clarendon Private
Massachusetts
$627K -$48.3K -152 -7%
ZIG
1768
Zullo Investment Group
Pennsylvania
$626K -$1.91K -6 -0.3%
TS
1769
TradeWell Securities
Indiana
$625K +$108K +338 +22%
FMLI
1770
Fukoku Mutual Life Insurance
Japan
$624K -$53.4K -168 -8%
MFC
1771
Mechanics Financial Corp
Ohio
$623K – – –
SIAP
1772
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$622K +$318 +1 +0.1%
RWP
1773
Ridgecrest Wealth Partners
California
$621K – – –
CCWM
1774
Cassaday & Co Wealth Management
Virginia
$621K +$12.7K +40 +2%
NA
1775
Nautilus Advisors
California
$618K -$7.32K -23 -1%
69 70
71
72 73