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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2026
Versant Capital Management
Arizona
$331K +$5.62K +19 +2%
VAS
2027
Vestmark Advisory Solutions
Massachusetts
$330K -$31K -105 -8%
KFA
2028
Kapstone Financial Advisors
Ohio
$330K – – –
FCM
2029
Firestone Capital Management
Florida
$330K +$2.96K +10 +0.8%
WMA
2030
West Michigan Advisors
Michigan
$329K +$69.8K +236 +24%
CSB
2031
City State Bank
Iowa
$329K – – –
KFI
2032
Key Financial Inc
Pennsylvania
$329K – – –
WMP
2033
Wealth Management Partners
Arizona
$328K +$296 +1 +0.1%
ECA
2034
Elevated Capital Advisors
Utah
$328K -$71.8K -243 -17%
HBT
2035
Heartland Bank & Trust
Illinois
$328K -$1.48K -5 -0.4%
MC
2036
Middleton & Co
Massachusetts
$328K – – –
HWA
2037
Heartwood Wealth Advisors
Virginia
$328K – – –
NFG
2038
Nations Financial Group
Iowa
$327K -$2.96K -10 -0.8%
VFA
2039
Voya Financial Advisors
Connecticut
$327K +$296 +1 +0.1%
MHR
2040
Matthew Hamilton Rosenberg
$327K -$4.43K -15 -1%
CWM
2041
Connecticut Wealth Management
Connecticut
$327K +$29.3K +99 +9%
BFG
2042
Bouchey Financial Group
New York
$326K +$1.77K +6 +0.5%
HC
2043
Hamilton Capital
Ohio
$326K -$79.8K -270 -18%
EDRH
2044
Edmond de Rothschild Holding
Switzerland
$325K -$202K -684 -36%
SMWM
2045
Silvia McColl Wealth Management
California
$325K +$12.4K +42 +4%
HPM
2046
Hoxton Planning & Management
West Virginia
$324K +$591 +2 +0.2%
OWM
2047
Orca Wealth Management
Florida
$324K +$356K +1,206 New
OFG
2048
Omega Financial Group
California
$323K – – –
RPWA
2049
Regent Peak Wealth Advisors
Georgia
$322K -$887 -3 -0.2%
CIP
2050
Convergence Investment Partners
Florida
$322K -$47.3K -160 -12%
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