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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
1851
Steigerwald Gordon & Koch
Virginia
$647K +$5.76K +18 +0.9%
GA
1852
Goldstein Advisors
Wisconsin
$647K +$612K +1,912 New
MHC
1853
May Hill Capital
Massachusetts
$646K +$41.9K +131 +7%
TC
1854
TFR Capital
Texas
$643K +$14.7K +46 +2%
CIG
1855
Cairn Investment Group
Washington
$643K – – –
ZBNA
1856
Zions Bancorporation, National Association
Utah
$643K -$7.36K -23 -1%
WIM
1857
Wittenberg Investment Management
Massachusetts
$643K – – –
CCAM
1858
Codex Capital Asset Management
Texas
$641K +$608K +1,900 New
PWP
1859
PrairieView Wealth Partners
Illinois
$639K – – –
WC
1860
Waterloo Capital
Texas
$638K -$80.4K -251 -12%
SCA
1861
Stonebridge Capital Advisors
Minnesota
$638K – – –
LSIA
1862
LaSalle St. Investment Advisors
Illinois
$638K -$1.28K -4 -0.2%
EFG
1863
Everest Financial Group
Minnesota
$638K -$20.5K -64 -3%
AAS
1864
Annex Advisory Services
Wisconsin
$638K +$320 +1 +0.1%
KWS
1865
Keystone Wealth Services
California
$637K +$5.12K +16 +0.9%
BLC
1866
Brown, Lisle/Cummings
Rhode Island
$635K -$5.44K -17 -0.9%
SIAP
1867
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$634K – – –
CAAS
1868
Capital Asset Advisory Services
Michigan
$633K +$188K +587 +46%
PWW
1869
Pettyjohn Wood & White
Virginia
$633K – – –
ATC
1870
Adirondack Trust Company
New York
$633K -$25.9K -81 -4%
BCG
1871
Breakwater Capital Group
New Jersey
$632K -$32K -100 -5%
TIA
1872
Tiemann Investment Advisors
California
$632K -$16.3K -51 -3%
BPW
1873
BlueDoor Private Wealth
Massachusetts
$631K +$150K +468 +34%
LFS
1874
Legacy Financial Strategies
Kansas
$630K +$2.56K +8 +0.4%
NB
1875
NBH Bank
Colorado
$627K +$594K +1,854 New
73 74
75
76 77