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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1776
PRW Wealth Management
Massachusetts
$206K +$214K +1,255 New
HCM
1777
Highview Capital Management
Illinois
$206K +$214K +1,257 New
FC
1778
Forte Capital
New York
$206K +$215K +1,262 New
HHGA
1779
Halbert Hargrove Global Advisors
California
$205K -$11.4K -67 -5%
CAM
1780
Cozad Asset Management
Illinois
$204K -$34.1K -200 -14%
EGA
1781
E&G Advisors
Texas
$204K -$17.1K -100 -7%
LSPW
1782
Lake Street Private Wealth
Illinois
$204K +$213K +1,248 New
LFG
1783
Lockerman Financial Group
California
$204K +$213K +1,250 New
SAA
1784
Southeast Asset Advisors
Georgia
$203K -$682 -4 -0.3%
BSAM
1785
Blue Square Asset Management
New York
$203K – – –
CG
1786
Castellan Group
Kentucky
$203K +$211K +1,240 New
DCM
1787
Deuterium Capital Management
Florida
$203K +$211K +1,240 New
LRIC
1788
Long Road Investment Counsel
Michigan
$202K – – –
XF
1789
XML Financial
Maryland
$202K +$171 +1 +0.1%
EBA
1790
Eagle Bay Advisors
New York
$201K -$48.9K -287 -19%
EWA
1791
Encompass Wealth Advisors
Oregon
$201K +$210K +1,230 New
JWA
1792
JFS Wealth Advisors
Pennsylvania
$196K +$9.89K +58 +5%
VNA
1793
Valley National Advisers
Pennsylvania
$192K +$3.75K +22 +2%
AAP
1794
Arax Advisory Partners
Colorado
$192K +$6.31K +37 +3%
SOW
1795
State of Wyoming
Wyoming
$190K -$1.36K -8 -0.7%
CB
1796
CNB Bank
Pennsylvania
$190K – – –
T
1797
TOBAM
France
$187K +$51.2K +300 +36%
CFO
1798
CVA Family Office
Colorado
$186K +$156K +915 +408%
BHWM
1799
Beaird Harris Wealth Management
Texas
$180K +$188K +1,102 New
NSB
1800
Norway Savings Bank
Maine
$176K -$3.41K -20 -2%
70 71
72
73 74