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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
2351
Bank of Jackson Hole Trust
Wyoming
$215K +$209K +726 New
CGA
2352
Crescent Grove Advisors
Illinois
$215K -$85.3K -297 -29%
WSWA
2353
Warren Street Wealth Advisors
California
$215K +$208K +724 New
FWA
2354
FSM Wealth Advisors
Ohio
$215K +$198K +690 New
PVAMC
2355
PPS&V Asset Management Consultants
Michigan
$215K +$208K +724 New
WFA
2356
WestHill Financial Advisors
California
$215K +$208K +723 New
SPFA
2357
Summit Place Financial Advisors
New Jersey
$214K +$207K +722 New
HGWM
2358
Horst & Graben Wealth Management
Oregon
$214K +$207K +722 New
ST
2359
Somerset Trust
Pennsylvania
$214K -$14.4K -50 -6%
OBGC
2360
O'Brien Greene & Co
Pennsylvania
$214K +$207K +721 New
AWP
2361
Ascent Wealth Partners
New York
$214K +$207K +720 New
CP
2362
Capital Planning
Washington
$213K +$206K +718 New
SGC
2363
Slocum, Gordon & Co
Rhode Island
$213K – – –
BMCM
2364
Burns Matteson Capital Management
New York
$213K -$23.8K -83 -10%
DWM
2365
DecisionMap Wealth Management
Virginia
$212K +$205K +715 New
SWIM
2366
Smallwood Wealth Investment Management
New Jersey
$212K +$205K +715 New
WIM
2367
Westside Investment Management
California
$211K – – –
HF
2368
Holcombe Financial
Georgia
$211K +$205K +712 New
BWP
2369
BlueStem Wealth Partners
Minnesota
$210K +$204K +709 New
CWA
2370
Canvas Wealth Advisors
Kansas
$210K +$203K +707 New
FOR
2371
Family Office Research
Maryland
$209K +$202K +703 New
ECM
2372
Eisler Capital Management
United Kingdom
$208K +$201K +698 New
IUHSA
2373
Itau Unibanco Holding S.A.
Brazil
$208K +$161K +560 +400%
CAIM
2374
Catherine Avery Investment Management
Florida
$208K +$201K +700 New
HKAM
2375
Horizon Kinetics Asset Management
New York
$208K +$201K +700 New
93 94
95
96 97