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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1926
Verity Asset Management
North Carolina
$584K +$553K +1,726 New
FNT
1927
First Nebraska Trust
Nebraska
$583K +$240K +750 +77%
GSC
1928
G&S Capital
Colorado
$582K -$2.84M -8,866 -84%
FWIA
1929
Fort Washington Investment Advisors
Ohio
$582K -$23.1K -72 -4%
NC
1930
North Capital
Utah
$581K +$45.5K +142 +9%
PHS
1931
Pekin Hardy Strauss
Illinois
$580K – – –
CA
1932
Cache Advisors
California
$578K – – –
SNBOSD
1933
Security National Bank of So Dak
Iowa
$575K -$160K -500 -23%
WG
1934
Warner Group
Connecticut
$575K +$281K +877 +107%
MHR
1935
Matthew Hamilton Rosenberg
$574K +$129K +402 +31%
SI
1936
Severin Investments
Missouri
$574K +$44.5K +139 +9%
VFG
1937
Victory Financial Group
Texas
$573K -$84.8K -265 -14%
WIM
1938
WealthPlan Investment Management
Nebraska
$572K -$1.67M -5,204 -75%
RWP
1939
Ridgecrest Wealth Partners
California
$572K +$35.9K +112 +7%
ACM
1940
Arcataur Capital Management
Wisconsin
$571K – – –
HTIM
1941
Harbour Trust & Investment Management
Indiana
$571K – – –
PE
1942
PCM Encore
Colorado
$569K -$54.1K -169 -9%
AWP
1943
Accretive Wealth Partners
New Jersey
$569K +$41.6K +130 +8%
TIM
1944
Thompson Investment Management
Wisconsin
$569K – – –
IIL
1945
Income Insurance Ltd
$568K – – –
NG
1946
Navigation Group
California
$567K – – –
OFO
1947
OneAscent Family Office
Alabama
$566K +$21.1K +66 +4%
M
1948
MOTCO
Texas
$566K +$3.84K +12 +0.7%
NRI
1949
NFP Retirement Inc
California
$566K +$5.12K +16 +1%
ZIG
1950
Zullo Investment Group
Pennsylvania
$565K -$7.68K -24 -1%
76 77
78
79 80