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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2026
CVA Family Office
Colorado
$287K -$22.2K -89 -8%
VIM
2027
Vista Investment Management
Pennsylvania
$287K -$8.71K -35 -3%
TSS
2028
Two Sigma Securities
New York
$287K -$362K -1,452 -58%
FAM
2029
Family Asset Management
South Carolina
$287K – – –
GIA
2030
Guyasuta Investment Advisors
Pennsylvania
$286K +$263K +1,055 New
PA
2031
Probity Advisors
Texas
$286K -$5.23K -21 -2%
VCM
2032
Vivaldi Capital Management
Illinois
$285K +$262K +1,051 New
MPW
2033
Monterey Private Wealth
California
$285K – – –
ABLA
2034
Alan B. Lancz & Associates
Ohio
$285K +$24.9K +100 +11%
CWA
2035
CJM Wealth Advisers
Virginia
$284K – – –
FA
2036
Fiducient Advisors
Illinois
$284K -$307K -1,234 -54%
DFA
2037
Delta Financial Advisors
Louisiana
$284K -$8.71K -35 -3%
WWP
2038
WR Wealth Planners
Missouri
$284K +$3.49K +14 +1%
OPPS
2039
Obsidian Personal Planning Solutions
Maryland
$283K -$2.74K -11 -1%
CA
2040
Claris Advisors
Missouri
$282K – – –
AWM
2041
Aprio Wealth Management
Georgia
$282K +$14.4K +58 +6%
GWM
2042
Greenwich Wealth Management
Connecticut
$282K – – –
DOA
2043
D'Orazio & Associates
Virginia
$281K +$32.6K +131 +14%
KLCM
2044
KG&L Capital Management
Louisiana
$280K -$51.5K -207 -17%
WDC
2045
Woodward Diversified Capital
California
$279K +$21.9K +88 +9%
SFP
2046
Shepherd Financial Partners
Massachusetts
$279K – – –
TFM
2047
TFC Financial Management
Massachusetts
$279K +$105K +423 +70%
FBT
2048
First Bankers Trust
Kentucky
$278K +$11.2K +45 +5%
MWM
2049
MinichMacGregor Wealth Management
New York
$278K +$255K +1,024 New
TPA
2050
Trivium Point Advisory
Connecticut
$278K +$240K +965 New
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