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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
2551
JCIC Asset Management
Ontario, Canada
$136K +$130K +410 New
BIA
2552
Bell Investment Advisors
California
$135K +$3.18K +10 +3%
KFA
2553
Kelleher Financial Advisors
New York
$135K +$129K +405 New
FMB
2554
Field & Main Bank
Kentucky
$133K – – –
AEPWM
2555
Atlantic Edge Private Wealth Management
Florida
$131K +$4.77K +15 +4%
GKIM
2556
GW&K Investment Management
Massachusetts
$127K +$4.45K +14 +4%
BWM
2557
Bernard Wealth Management
Michigan
$122K – – –
KFP
2558
Kerr Financial Planning
California
$122K +$109K +344 New
HCM
2559
Hollencrest Capital Management
California
$121K -$954 -3 -0.8%
T
2560
TOBAM
France
$120K -$95.7K -301 -45%
RA
2561
Rise Advisors
New York
$119K +$3.5K +11 +3%
IWMWV
2562
Ironwood Wealth Management (West Virginia)
West Virginia
$119K – – –
CFD
2563
Creative Financial Designs
Indiana
$117K +$636 +2 +0.6%
HNW
2564
High Note Wealth
Minnesota
$114K +$636 +2 +0.6%
GG
2565
Gleason Group
Kentucky
$114K +$318 +1 +0.3%
GCM
2566
Gables Capital Management
Florida
$113K – – –
RFS
2567
Richardson Financial Services
Massachusetts
$112K +$36.6K +115 +52%
FIM
2568
FWL Investment Management
Texas
$111K – – –
PCFFS
2569
Pacific Center for Financial Services
California
$110K – – –
BCM
2570
Boreal Capital Management
Florida
$105K +$21.3K +67 +27%
MMCM
2571
Murphy & Mullick Capital Management
New York
$105K +$8.91K +28 +10%
NCM
2572
Northwest Capital Management
Oregon
$104K – – –
CBT
2573
Crews Bank & Trust
Florida
$104K – – –
GWSA
2574
Global Wealth Strategies & Associates
Colorado
$100K – – –
OPTFSNA
2575
Old Point Trust & Financial Services N A
Virginia
$100K – – –
101 102
103
104 105