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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMNJ
2101
NorthStar Asset Management (New Jersey)
New Jersey
$348K +$6.75K +24 +2%
FBT
2102
First Bankers Trust
Kentucky
$348K +$4.22K +15 +1%
TA
2103
TruWealth Advisors
Louisiana
$347K – – –
PCMC
2104
Paragon Capital Management (Colorado)
Colorado
$347K – – –
TC
2105
Truvestments Capital
Florida
$347K -$22.2K -79 -7%
RIA
2106
Regal Investment Advisors
Michigan
$346K +$306K +1,086 New
GWP
2107
Gateway Wealth Partners
Wisconsin
$346K -$3.66K -13 -1%
DOA
2108
D'Orazio & Associates
Virginia
$346K -$6.47K -23 -2%
BCM
2109
BTC Capital Management
Iowa
$346K – – –
LI
2110
Lafayette Investments
Maryland
$345K -$11.3K -40 -4%
GIA
2111
Guyasuta Investment Advisors
Pennsylvania
$344K +$7.04K +25 +2%
FGWP
2112
Founders Grove Wealth Partners
Virginia
$344K +$20.3K +72 +7%
FPB
2113
First PREMIER Bank
South Dakota
$343K +$171K +607 +130%
AT
2114
Arlington Trust
Alabama
$341K -$6.47K -23 -2%
SFGP
2115
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$341K -$3.66K -13 -1%
OWP
2116
ORG Wealth Partners
Texas
$339K -$7.32K -26 -2%
THL
2117
Tillman Hartley LLC
Colorado
$339K +$2.81K +10 +0.9%
CCG
2118
Catalina Capital Group
California
$339K -$69.2K -246 -19%
ATI
2119
Act Two Investors
California
$338K – – –
FWI
2120
Facet Wealth Inc
Maryland
$338K +$317K +1,128 New
BCG
2121
Bravias Capital Group
New Jersey
$337K +$298K +1,058 New
EDRH
2122
Edmond de Rothschild Holding
Switzerland
$337K -$42.5K -151 -13%
GGI
2123
Godsey & Gibb Inc
Virginia
$337K -$5.63K -20 -2%
SFP
2124
Shepherd Financial Partners
Massachusetts
$336K +$2.53K +9 +0.9%
OFW
2125
Omnia Family Wealth
Florida
$335K +$41.4K +147 +16%
83 84
85
86 87