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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2326
WealthSpring Partners
California
$325K +$320 +1 +0.1%
FCA
2327
FLC Capital Advisors
California
$323K – – –
BA
2328
Bellwether Advisors
Nebraska
$323K – – –
OIS
2329
OneAscent Investment Solutions
Alabama
$322K -$119K -372 -28%
VW
2330
Vance Wealth
California
$321K +$37.8K +118 +14%
CCA
2331
Corps Capital Advisors
Texas
$321K +$304K +948 New
HA
2332
HC Advisors
Georgia
$320K +$320 +1 +0.1%
HG
2333
Harbor Group
New Hampshire
$320K +$961 +3 +0.3%
S
2334
Sunpointe
Missouri
$319K -$202K -630 -40%
KIM
2335
Kestra Investment Management
Texas
$319K +$302K +943 New
WIM
2336
Westside Investment Management
California
$318K – – –
SSA
2337
South Street Advisors
New York
$317K – – –
JWM
2338
JGP Wealth Management
Oregon
$316K -$320 -1 -0.1%
FAM
2339
Formidable Asset Management
Ohio
$316K -$25.3K -79 -7%
RCG
2340
Ruane, Cunniff & Goldfarb
New York
$315K – – –
NSAM
2341
North Star Asset Management
Wisconsin
$315K – – –
KIG
2342
Kessler Investment Group
Indiana
$315K +$4.8K +15 +2%
TDB
2343
Thompson David Blair
$315K +$298K +931 New
HCA
2344
Hyperion Capital Advisors
New York
$315K – – –
IAS
2345
Integrity Advisory Solutions
Texas
$314K +$30.4K +95 +11%
GAB
2346
German American Bancorp
Indiana
$314K +$39.1K +122 +15%
PSCM
2347
Per Stirling Capital Management
Texas
$313K +$8.96K +28 +3%
AIM
2348
Athena Investment Management
California
$313K -$303K -947 -51%
SSWM
2349
Sheets Smith Wealth Management
North Carolina
$312K +$320 +1 +0.1%
WWM
2350
WT Wealth Management
Arizona
$312K – – –
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