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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
2326
First United Bank & Trust
Maryland
$5.79K – – –
AP
2327
Atwood & Palmer
Missouri
$5.33K -$6.72K -29 -56%
PA
2328
Pineridge Advisors
Missouri
$4.86K +$926 +4 +24%
WAS
2329
Winch Advisory Services
Wisconsin
$4.69K – – –
IA
2330
IFS Advisors
Kansas
$4.63K – – –
ECM
2331
Everence Capital Management
Indiana
$4.27K – – –
CWA
2332
Carolina Wealth Advisors
South Carolina
$3.71K – – –
BFPW
2333
BOK Financial Private Wealth
Colorado
$3.24K – – –
PS
2334
PayPay Securities
Japan
$2.78K -$463 -2 -14%
LIA
2335
Lynx Investment Advisory
District of Columbia
$2.78K +$2.78K +12 New
FIA
2336
FPC Investment Advisory
California
$2.75K – – –
TJHA
2337
Thomas J. Herzfeld Advisors
Florida
$2.32K +$2.32K +10 New
AP
2338
Aspect Partners
Virginia
$2.08K – – –
RWMG
2339
Redwood Wealth Management Group
New Jersey
$2.08K +$2.08K +9 New
SFCL
2340
Strengthening Families & Communities LLC
Massachusetts
$2K +$1.85K +8 New
HFS
2341
HBC Financial Services
Washington
$1K +$1.62K +7 New
WA
2342
WestEnd Advisors
North Carolina
$695 +$232 +1 +50%
CCMI
2343
Creative Capital Management Investments
California
$232 +$232 +1 New
FHC
2344
First Heartland Consultants
Missouri
$205 +$205K +886 New
DWM
2345
Dogwood Wealth Management
Kansas
$17 – – –
SCA
2346
Southpoint Capital Advisors
New York
– -$61.5M -270,000 Closed
AIG
2347
American International Group
New York
– -$42.5M -186,721 Closed
ZIM
2348
Zacks Investment Management
Illinois
– -$41.2M -180,745 Closed
ZIG
2349
Zurich Insurance Group
Switzerland
– -$27.5M -120,702 Closed
TPSF
2350
Texas Permanent School Fund
Texas
– -$26.9M -118,181 Closed
92 93
94
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