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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FBC
1801
Fairfield, Bush & Co
Connecticut
$268K – – –
EHAM
1802
Eagle Harbor Asset Management
Washington
$268K +$2.25K +14 +1%
JFA
1803
JNBA Financial Advisors
Minnesota
$267K -$6.12K -38 -3%
OCM
1804
Objective Capital Management
Ohio
$266K +$229K +1,420 New
CTA
1805
Colonial Trust Advisors
South Carolina
$266K -$336K -2,085 -60%
SS
1806
Sunbelt Securities
Texas
$265K -$41.4K -257 -15%
CPC
1807
Consolidated Planning Corp
Georgia
$265K – – –
AWM
1808
Austin Wealth Management
Texas
$264K – – –
TNAM
1809
Terra Nova Asset Management
New York
$262K +$1.61K +10 +0.7%
1CP
1810
17 Capital Partners
Arizona
$262K +$225K +1,400 New
CW
1811
Channel Wealth
California
$260K -$9.5K -59 -4%
FCM
1812
Family Capital Management
Michigan
$259K -$73.1K -454 -25%
SFG
1813
Sovereign Financial Group
Connecticut
$259K -$5.96K -37 -3%
TWP
1814
Tyche Wealth Partners
Texas
$258K +$222K +1,379 New
SSWM
1815
Strait & Sound Wealth Management
California
$258K – – –
CAI
1816
Capital Advisors Inc
Oklahoma
$257K +$221K +1,372 New
OFG
1817
Oxford Financial Group
Indiana
$257K +$221K +1,372 New
BWM
1818
Birchcreek Wealth Management
Ohio
$256K +$220K +1,368 New
CCIA
1819
Campbell & Co Investment Adviser
Maryland
$256K +$220K +1,367 New
AMG
1820
Advisors Management Group
Wisconsin
$256K – – –
ZF
1821
Zega Financial
Florida
$256K +$220K +1,366 New
PCM
1822
Prelude Capital Management
New York
$256K -$53.6K -333 -20%
SOW
1823
State of Wyoming
Wyoming
$256K -$6.12K -38 -3%
LPT
1824
Legacy Private Trust
Wisconsin
$256K – – –
AG
1825
AlTi Global
New York
$255K +$219K +1,360 New
71 72
73
74 75