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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
2026
Pinnacle West Asset Management
Wyoming
$228K +$207K +1,000 New
TA
2027
TFB Advisors
Kansas
$228K +$204K +985 New
OC
2028
Oarsman Capital
Wisconsin
$228K -$36.3K -175 -15%
PFA
2029
Pathway Financial Advisers
Indiana
$228K +$53.3K +257 +35%
OSNBOA
2030
Old Second National Bank of Aurora
Illinois
$228K -$20.7K -100 -9%
CP
2031
Coho Partners
Pennsylvania
$228K +$207K +1,000 New
WA
2032
Wealthstar Advisors
Texas
$227K +$207K +998 New
FNC
2033
First National Corp
Massachusetts
$227K – – –
FMII
2034
Farmers & Merchants Investments Inc
Nebraska
$227K +$19.7K +95 +11%
FA
2035
FSA Advisors
Michigan
$226K +$206K +993 New
RFM
2036
Royal Fund Management
Florida
$225K +$204K +986 New
OCM
2037
Osterweis Capital Management
California
$224K – – –
BW
2038
BIP Wealth
Georgia
$224K +$204K +982 New
NF
2039
NavPoint Financial
Minnesota
$223K +$203K +981 New
CL
2040
COWA LLC
Oklahoma
$222K +$202K +975 New
HIIFS
2041
Harel Insurance Investments & Financial Services
Israel
$221K -$18.7K -90 -8%
FAM
2042
Family Asset Management
South Carolina
$221K +$201K +969 New
MCM
2043
Monument Capital Management
Virginia
$220K +$200K +966 New
AIM
2044
Aigen Investment Management
New York
$219K +$199K +960 New
SI
2045
Seeds Investor
New York
$218K -$26.3K -127 -12%
BFM
2046
Boothbay Fund Management
New York
$218K +$198K +956 New
FNT
2047
First Nebraska Trust
Nebraska
$217K +$198K +955 New
NFSG
2048
Newbridge Financial Services Group
Florida
$217K +$198K +953 New
HG
2049
Harbor Group
New Hampshire
$217K +$197K +952 New
PCM
2050
Princeton Capital Management
New Jersey
$217K +$197K +951 New
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