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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2026
Amplius Wealth Advisors
Pennsylvania
$446K -$5.03K -15 -1%
DWM
2027
Drive Wealth Management
Utah
$446K -$2.01K -6 -0.4%
YDMI
2028
Y.D. More Investments
Israel
$446K +$114K +340 +30%
LC
2029
LCNB Corp
Ohio
$446K +$27.2K +81 +6%
FBFS
2030
First Business Financial Services
Wisconsin
$445K – – –
OL
2031
OneFund LLC
Florida
$445K -$47.3K -141 -9%
WFI
2032
West Family Investments
California
$444K -$213K -635 -30%
OL
2033
Optas LLC
Texas
$444K -$178K -531 -27%
JIP
2034
Jaffetilchin Investment Partners
Florida
$443K -$14.4K -43 -3%
IA
2035
Invested Advisors
Pennsylvania
$443K +$3.35K +10 +0.7%
RWPA
2036
Richard W. Paul & Associates
Michigan
$443K -$8.72K -26 -2%
CCM
2037
Crew Capital Management
Ohio
$442K – – –
WSA
2038
Wealth Science Advisors
Georgia
$441K – – –
FB
2039
First Bancorp
Maine
$439K +$57K +170 +13%
PB
2040
Prosperity Bancshares
Texas
$439K +$6.71K +20 +1%
5NPW
2041
55 North Private Wealth
Florida
$438K +$31.9K +95 +7%
KFS
2042
Kaizen Financial Strategies
California
$438K -$106K -317 -19%
AWM
2043
Activest Wealth Management
Florida
$437K -$1.34K -4 -0.3%
ECAM
2044
East Coast Asset Management
Massachusetts
$436K – – –
HWA
2045
Heritage Wealth Advisors
Virginia
$436K +$4.69K +14 +1%
NB
2046
Northwest Bancshares
Pennsylvania
$435K +$10.1K +30 +2%
EA
2047
Everpar Advisors
Oklahoma
$433K +$62.4K +186 +15%
CFO
2048
CVA Family Office
Colorado
$433K +$34.5K +103 +8%
WA
2049
Wealthstar Advisors
Texas
$433K -$30.8K -92 -6%
6F
2050
626 Financial
Michigan
$433K – – –
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