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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
1951
Cornell Pochily Investment Advisors
New York
$489K +$671 +2 +0.1%
RIM
1952
Rockbridge Investment Management
New York
$489K -$3.35K -10 -0.6%
DP
1953
DDD Partners
Washington
$488K +$541K +1,614 New
TWP
1954
Tower Wealth Partners
Pennsylvania
$488K -$262K -781 -33%
OFO
1955
OneAscent Family Office
Alabama
$486K +$50.6K +151 +10%
VNA
1956
Valley National Advisers
Pennsylvania
$486K -$18.1K -54 -3%
CWA
1957
Crusonia Wealth Advisors
Colorado
$485K +$19.8K +59 +4%
IIC
1958
Integrated Investment Consultants
Michigan
$484K -$29.2K -87 -5%
SAM
1959
Strategy Asset Managers
California
$484K -$7.71K -23 -1%
TC
1960
Trilogy Capital
California
$484K -$10.1K -30 -2%
PAM
1961
Paradigm Asset Management
New York
$484K – – –
LJCM
1962
Lee Johnson Capital Management
Texas
$483K -$4.94M -14,743 -90%
ICP
1963
Impact Capital Partners
Colorado
$482K +$10.4K +31 +2%
GC
1964
GatePass Capital
Ohio
$482K +$534K +1,593 New
SWM
1965
Silverlake Wealth Management
Vermont
$482K -$8.05K -24 -1%
ISFAN
1966
Investor's Fiduciary Advisor Network
Washington
$481K -$37.6K -112 -7%
LC
1967
Lavaca Capital
Texas
$481K +$335K +1,000 +169%
CPC
1968
Consolidated Planning Corp
Georgia
$479K -$1.01K -3 -0.2%
OF
1969
Optimize Financial
California
$479K +$530K +1,582 New
KPWG
1970
KFA Private Wealth Group
Virginia
$478K -$6.37K -19 -1%
RWP
1971
Ridgecrest Wealth Partners
California
$478K – – –
NC
1972
North Capital
Utah
$477K +$6.71K +20 +1%
S
1973
Sunpointe
Missouri
$476K -$86.5K -258 -14%
CAM
1974
CPA Asset Management
Florida
$475K – – –
FFA
1975
Fragasso Financial Advisors
Pennsylvania
$475K -$16.8K -50 -3%
77 78
79
80 81