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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OFO
1876
OneAscent Family Office
Alabama
$451K +$436K +1,519 New
ZB
1877
Zions Bancorporation
Utah
$448K +$10.1K +35 +2%
NB
1878
Northwest Bancshares
Pennsylvania
$448K – – –
HFS
1879
Howard Financial Services
Texas
$447K +$120K +416 +38%
BW
1880
Bison Wealth
Georgia
$446K -$713K -2,480 -62%
MIM
1881
Meridiem Investment Management
United Kingdom
$445K – – –
AAIM
1882
Asset Advisors Investment Management
Georgia
$445K – – –
CIA
1883
Compass Ion Advisors
Pennsylvania
$445K – – –
WA1
1884
Wimmer Associates 1
California
$445K – – –
BI
1885
Bramshill Investments
Florida
$445K +$431K +1,500 New
SWR
1886
Spahn Wealth & Retirement
Arizona
$445K +$431K +1,500 New
PAS
1887
Professional Advisory Services
Florida
$445K – – –
BG
1888
Bahl & Gaynor
Ohio
$445K -$22.1K -77 -5%
DWM
1889
Drive Wealth Management
Utah
$444K +$19K +66 +5%
WAM
1890
Walker Asset Management
Missouri
$443K +$862 +3 +0.2%
OL
1891
OneFund LLC
Florida
$443K +$4.31K +15 +1%
IQI
1892
Integrated Quantitative Investments
Washington
$442K +$428K +1,490 New
MW
1893
Maia Wealth
Colorado
$441K +$23K +80 +6%
HC
1894
Hamilton Capital
Ohio
$440K -$1.15K -4 -0.3%
DAM
1895
Delta Asset Management
Tennessee
$440K -$1.44K -5 -0.3%
TTWM
1896
TCV Trust & Wealth Management
Virginia
$440K – – –
C
1897
Certuity
Florida
$439K +$134K +466 +46%
FBFS
1898
First Business Financial Services
Wisconsin
$436K – – –
CC
1899
Callan Capital
California
$435K -$56K -195 -12%
ECA
1900
Elevated Capital Advisors
Utah
$434K -$2.3K -8 -0.5%
74 75
76
77 78