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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2551
Hofer & Associates
California
$239K – – –
RFW
2552
Rainier Family Wealth
Washington
$237K – – –
JGC
2553
J. Goldman & Co
New York
$237K -$181K -565 -45%
ABLA
2554
Alan B. Lancz & Associates
Ohio
$237K – – –
BMCM
2555
Burns Matteson Capital Management
New York
$237K – – –
TCM
2556
Traynor Capital Management
Pennsylvania
$237K +$7.36K +23 +3%
MCA
2557
MSH Capital Advisors
Arizona
$236K -$5.44K -17 -2%
CVA
2558
Central Valley Advisors
California
$236K – – –
GCA
2559
Gradient Capital Advisors
California
$236K +$320 +1 +0.1%
GHA
2560
Good Harbor Advisors
Massachusetts
$235K +$3.84K +12 +2%
SFS
2561
Stiles Financial Services
Minnesota
$235K +$640 +2 +0.3%
CWA
2562
CM Wealth Advisors
Ohio
$235K +$223K +695 New
GHA
2563
GW Henssler & Associates
Georgia
$234K +$7.68K +24 +4%
PWMG
2564
Prestige Wealth Management Group
New Jersey
$233K -$7.68K -24 -3%
JTWM
2565
Jackson Thornton Wealth Management
Alabama
$233K -$97.7K -305 -31%
FMTCOCP
2566
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$233K – – –
PVAMC
2567
PPS&V Asset Management Consultants
Michigan
$233K – – –
GJWM
2568
Gilliland Jeter Wealth Management
Arkansas
$232K – – –
WHC
2569
Wulff, Hansen & Co
California
$232K – – –
QFP
2570
Quantum Financial Partners
Kansas
$232K +$219K +685 New
BWM
2571
BCS Wealth Management
Tennessee
$232K +$219K +685 New
WCM
2572
Warburton Capital Management
Oklahoma
$231K +$7.68K +24 +4%
CWG
2573
Crown Wealth Group
North Carolina
$231K +$4.16K +13 +2%
WSFG
2574
Wall Street Financial Group
Illinois
$231K +$45.5K +142 +26%
ST
2575
Somerset Trust
Pennsylvania
$230K – – –
101 102
103
104 105