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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NPA
2376
Nichols & Pratt Advisers
Massachusetts
$208K +$201K +700 New
SFFS
2377
Stonehage Fleming Financial Services
Jersey
$208K +$201K +700 New
PHWM
2378
Pine Harbor Wealth Management
Maryland
$207K +$201K +699 New
PCM
2379
Pointe Capital Management
Michigan
$207K +$201K +699 New
OFW
2380
Omnia Family Wealth
Florida
$206K +$200K +695 New
SCM
2381
Sebold Capital Management
Illinois
$205K +$199K +692 New
VC
2382
Veery Capital
Delaware
$205K +$198K +690 New
FMTCOCP
2383
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$204K – – –
VW
2384
Vance Wealth
California
$204K +$197K +687 New
GCA
2385
Gradient Capital Advisors
California
$204K +$197K +686 New
WHC
2386
Wulff, Hansen & Co
California
$204K +$197K +686 New
KA
2387
Klingman & Associates
New York
$203K +$196K +683 New
PWMG
2388
Prestige Wealth Management Group
New Jersey
$202K – – –
TWA
2389
Talisman Wealth Advisors
New Jersey
$200K +$194K +676 New
EWM
2390
Elmwood Wealth Management
California
$200K +$194K +675 New
HFS
2391
Hoge Financial Services
Pennsylvania
$200K +$194K +674 New
AGA
2392
Arkos Global Advisors
Texas
$200K +$194K +675 New
LI
2393
LRI Investments
Florida
$199K – – –
VHAM
2394
Van Hulzen Asset Management
California
$199K +$192K +670 New
FFO
2395
Fortitude Family Office
Arizona
$198K +$21.5K +75 +13%
IHWM
2396
Iron Horse Wealth Management
Iowa
$198K -$6.32K -22 -3%
WCMN
2397
Westchester Capital Management (Nebraska)
Nebraska
$196K +$28.7K +100 +18%
BWL
2398
Bogart Wealth LLC
Virginia
$195K +$6.03K +21 +3%
LB
2399
Legacy Bridge
Iowa
$190K – – –
1IA
2400
1620 Investment Advisors
Massachusetts
$190K +$2.87K +10 +2%
94 95
96
97 98