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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1801
Nicolet Advisory Services
Wisconsin
$353K +$55.8K +241 +19%
ASG
1802
Ariston Services Group
California
$352K -$1.16K -5 -0.3%
RMDI
1803
R.M. Davis Inc
Maine
$352K -$79.4K -343 -18%
DTC
1804
Davidson Trust Company
Washington
$351K -$5.79K -25 -2%
MCM
1805
MV Capital Management
Maryland
$350K +$2.32K +10 +0.7%
NB
1806
Northwest Bancshares
Pennsylvania
$349K – – –
KFGK
1807
Keystone Financial Group (Kentucky)
Kentucky
$349K -$29.4K -127 -8%
CIS
1808
Custom Index Systems
New York
$349K -$403K -1,738 -54%
LWMG
1809
Levy Wealth Management Group
Pennsylvania
$348K +$92.9K +401 +36%
FPFS
1810
First Personal Financial Services
North Carolina
$347K -$44.9K -194 -11%
AAIM
1811
Asset Advisors Investment Management
Georgia
$347K -$23.2K -100 -6%
WA1
1812
Wimmer Associates 1
California
$347K – – –
PAS
1813
Professional Advisory Services
Florida
$347K – – –
PIA
1814
Perennial Investment Advisors
California
$347K +$4.4K +19 +1%
OL
1815
OneFund LLC
Florida
$346K +$5.56K +24 +2%
OWM
1816
OneAscent Wealth Management
Alabama
$346K +$73.4K +317 +27%
CAAS
1817
Capital Asset Advisory Services
Michigan
$345K -$1.16K -5 -0.3%
HWA
1818
HHM Wealth Advisors
Tennessee
$344K – – –
DAM
1819
Delta Asset Management
Tennessee
$344K – – –
WAM
1820
Walker Asset Management
Missouri
$344K +$926 +4 +0.3%
GSEP
1821
Golden State Equity Partners
California
$343K +$343K +1,482 New
NAMP
1822
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$342K -$256K -1,106 -43%
TCOTS
1823
Trust Company of the South
North Carolina
$341K – – –
MCM
1824
Mattern Capital Management
Colorado
$341K +$96.6K +417 +39%
ECA
1825
Elevated Capital Advisors
Utah
$341K -$7.64K -33 -2%
71 72
73
74 75