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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
2576
Burns Matteson Capital Management
New York
$237K – – –
TCM
2577
Traynor Capital Management
Pennsylvania
$237K +$7.36K +23 +3%
MCA
2578
MSH Capital Advisors
Arizona
$236K -$5.44K -17 -2%
CVA
2579
Central Valley Advisors
California
$236K – – –
GCA
2580
Gradient Capital Advisors
California
$236K +$320 +1 +0.1%
GHA
2581
Good Harbor Advisors
Massachusetts
$235K +$3.84K +12 +2%
SFS
2582
Stiles Financial Services
Minnesota
$235K +$640 +2 +0.3%
CWA
2583
CM Wealth Advisors
Ohio
$235K +$223K +695 New
GHA
2584
GW Henssler & Associates
Georgia
$234K +$7.68K +24 +4%
PWMG
2585
Prestige Wealth Management Group
New Jersey
$233K -$7.68K -24 -3%
JTWM
2586
Jackson Thornton Wealth Management
Alabama
$233K -$97.7K -305 -31%
FMTCOCP
2587
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$233K – – –
PVAMC
2588
PPS&V Asset Management Consultants
Michigan
$233K – – –
GJWM
2589
Gilliland Jeter Wealth Management
Arkansas
$232K – – –
WHC
2590
Wulff, Hansen & Co
California
$232K – – –
QFP
2591
Quantum Financial Partners
Kansas
$232K +$219K +685 New
BWM
2592
BCS Wealth Management
Tennessee
$232K +$219K +685 New
WCM
2593
Warburton Capital Management
Oklahoma
$231K +$7.68K +24 +4%
CWG
2594
Crown Wealth Group
North Carolina
$231K +$4.16K +13 +2%
WSFG
2595
Wall Street Financial Group
Illinois
$231K +$45.5K +142 +26%
ST
2596
Somerset Trust
Pennsylvania
$230K – – –
PCA
2597
Pallas Capital Advisors
Massachusetts
$230K +$217K +679 New
PW
2598
PUREfi Wealth
Massachusetts
$230K +$217K +679 New
PFM
2599
Phillips Financial Management
Indiana
$229K +$217K +678 New
BWM
2600
Bullock Wealth Management
Indiana
$229K +$320 +1 +0.2%
102 103
104
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