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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
2026
First Business Financial Services
Wisconsin
$445K – – –
OL
2027
OneFund LLC
Florida
$445K -$47.3K -141 -9%
WFI
2028
West Family Investments
California
$444K -$213K -635 -30%
OL
2029
Optas LLC
Texas
$444K -$178K -531 -27%
JIP
2030
Jaffetilchin Investment Partners
Florida
$443K -$14.4K -43 -3%
IA
2031
Invested Advisors
Pennsylvania
$443K +$3.35K +10 +0.7%
RWPA
2032
Richard W. Paul & Associates
Michigan
$443K -$8.72K -26 -2%
CCM
2033
Crew Capital Management
Ohio
$442K – – –
WSA
2034
Wealth Science Advisors
Georgia
$441K – – –
FB
2035
First Bancorp
Maine
$439K +$57K +170 +13%
PB
2036
Prosperity Bancshares
Texas
$439K +$6.71K +20 +1%
5NPW
2037
55 North Private Wealth
Florida
$438K +$31.9K +95 +7%
KFS
2038
Kaizen Financial Strategies
California
$438K -$106K -317 -19%
AWM
2039
Activest Wealth Management
Florida
$437K -$1.34K -4 -0.3%
ECAM
2040
East Coast Asset Management
Massachusetts
$436K – – –
HWA
2041
Heritage Wealth Advisors
Virginia
$436K +$4.69K +14 +1%
NB
2042
Northwest Bancshares
Pennsylvania
$435K +$10.1K +30 +2%
EA
2043
Everpar Advisors
Oklahoma
$433K +$62.4K +186 +15%
CFO
2044
CVA Family Office
Colorado
$433K +$34.5K +103 +8%
WA
2045
Wealthstar Advisors
Texas
$433K -$30.8K -92 -6%
6F
2046
626 Financial
Michigan
$433K – – –
HW
2047
HORAN Wealth
Ohio
$432K +$6.71K +20 +2%
MCM
2048
Mendel Capital Management
Arkansas
$431K +$478K +1,425 New
RIM
2049
Redwood Investment Management
Arizona
$429K -$1.02M -3,041 -68%
GCM
2050
Graham Capital Management
Connecticut
$429K +$475K +1,418 New
80 81
82
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