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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
2501
IMA Advisory Services
Colorado
$280K +$12.2K +34 +5%
NCTC
2502
New Covenant Trust Company
Indiana
$280K +$3.94K +11 +1%
SI
2503
Seeds Investor
New York
$280K +$19K +53 +8%
SW
2504
SkyOak Wealth
Michigan
$279K – – –
CRI
2505
Colonial River Investments
Virginia
$279K +$29K +81 +12%
DE
2506
DV Equities
Illinois
$279K +$269K +753 New
WI
2507
Wedgewood Investors
Pennsylvania
$277K -$358 -1 -0.1%
LIA
2508
LBMC Investment Advisors
Tennessee
$277K – – –
WPA
2509
Winning Points Advisors
Florida
$277K +$268K +750 New
VAF
2510
Values Added Financial
District of Columbia
$277K +$7.87K +22 +3%
MWA
2511
Motive Wealth Advisors
Michigan
$276K -$1.43K -4 -0.5%
FPW
2512
Fairvoy Private Wealth
Alabama
$275K -$15.4K -43 -5%
FFC
2513
First Financial Corp
Indiana
$274K – – –
FCCM
2514
First City Capital Management
Georgia
$274K – – –
NF
2515
Nvest Financial
New Hampshire
$273K +$264K +738 New
ACM
2516
Aspen Capital Management
Idaho
$273K – – –
COCM
2517
Charter Oak Capital Management
New Hampshire
$272K -$6.8K -19 -3%
LWM
2518
LeConte Wealth Management
Tennessee
$271K +$6.08K +17 +2%
BW
2519
BXM Wealth
Colorado
$271K +$11M +30,761 +2,172%
RB
2520
Renasant Bank
Mississippi
$270K -$12.5K -35 -5%
MMM
2521
Mendel Money Management
Illinois
$270K – – –
LA
2522
Latitude Advisors
Florida
$270K -$4.29K -12 -2%
BCA
2523
Bay Colony Advisors
Massachusetts
$270K -$45.1K -126 -15%
AF
2524
Advisornet Financial
Minnesota
$269K +$33.6K +94 +15%
AWP
2525
Ascent Wealth Partners
New York
$269K – – –
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101
102 103