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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JJBC
2076
James J. Burns & Company
New York
$500K -$35.8K -100 -7%
NAMP
2077
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$499K – – –
SFG
2078
Shum Financial Group
California
$499K +$6.08K +17 +1%
1CP
2079
17 Capital Partners
Arizona
$497K -$8.95K -25 -2%
SCM
2080
Schnieders Capital Management
California
$497K – – –
EHAM
2081
Eagle Harbor Asset Management
Washington
$496K – – –
FGWP
2082
Founders Grove Wealth Partners
Virginia
$495K +$27.9K +78 +6%
BEW
2083
Burton Enright Welch
California
$495K -$9.66K -27 -2%
SPA
2084
Sherbrooke Park Advisers
New York
$495K +$479K +1,338 New
TCOTS
2085
Trust Company of the South
North Carolina
$494K – – –
MBC
2086
Michael Brady & Co
Ohio
$494K +$478K +1,335 New
HFRG
2087
Houlihan Financial Resource Group
Virginia
$494K +$478K +1,335 New
NFG
2088
Nadler Financial Group
Illinois
$493K +$20K +56 +4%
FFIC
2089
First Fiduciary Investment Counsel
Ohio
$493K – – –
WP
2090
WealthShield Partners
North Carolina
$492K +$716 +2 +0.2%
CFO
2091
CVA Family Office
Colorado
$492K +$7.87K +22 +2%
WAG
2092
Winthrop Advisory Group
Massachusetts
$491K -$60.5K -169 -11%
EWS
2093
Evergreen Wealth Solutions
Pennsylvania
$491K -$37.6K -105 -7%
OIS
2094
OneAscent Investment Solutions
Alabama
$489K +$88.4K +247 +23%
SHJ
2095
Sharkey, Howes & Javer
Colorado
$488K – – –
T
2096
TrustBank
Illinois
$488K +$472K +1,320 New
CAL
2097
Capital Advisors Ltd
Ohio
$488K – – –
NDBT
2098
North Dallas Bank & Trust
Texas
$488K +$472K +1,318 New
SWA
2099
SFMG Wealth Advisors
Texas
$487K +$16.1K +45 +4%
MHC
2100
May Hill Capital
Massachusetts
$486K +$34.7K +97 +8%
82 83
84
85 86