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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2576
American Financial Advisors
Georgia
$214K +$335 +1 +0.1%
CCM
2577
Chickasaw Capital Management
Tennessee
$213K +$3.69K +11 +2%
MWM
2578
Maridea Wealth Management
New York
$212K -$392K -1,169 -62%
VAF
2579
Values Added Financial
District of Columbia
$212K -$15.4K -46 -6%
SL
2580
Salomon & Ludwin
Virginia
$212K +$32.2K +96 +16%
BCA
2581
Bay Colony Advisors
Massachusetts
$212K -$9.39K -28 -4%
RFW
2582
Rainier Family Wealth
Washington
$212K +$235K +701 New
ABLA
2583
Alan B. Lancz & Associates
Ohio
$212K -$50.3K -150 -18%
PFG
2584
Pinnacle Financial Group
Illinois
$212K -$1.34K -4 -0.6%
BMCM
2585
Burns Matteson Capital Management
New York
$212K – – –
JIG
2586
Junk Investment Group
Maryland
$212K +$234K +699 New
PCM
2587
Pointe Capital Management
Michigan
$211K – – –
CVA
2588
Central Valley Advisors
California
$211K +$32.5K +97 +16%
GCA
2589
Gradient Capital Advisors
California
$211K – – –
OWA
2590
Octavia Wealth Advisors
Ohio
$211K -$335 -1 -0.1%
SFG
2591
SevenBridge Financial Group
Pennsylvania
$210K -$53.3K -159 -20%
RIS
2592
Retirement Income Solutions
Michigan
$210K – – –
SFS
2593
Stiles Financial Services
Minnesota
$210K +$335 +1 +0.1%
MAG
2594
M3 Advisory Group
Massachusetts
$210K -$3.69K -11 -2%
EAN
2595
Excelsior Advisor Network
Colorado
$210K -$9.39K -28 -4%
CIA
2596
Cape Investment Advisory
Georgia
$209K +$26.8K +80 +13%
FC
2597
Fusion Capital
South Carolina
$209K +$11.1K +33 +5%
WCM
2598
Warburton Capital Management
Oklahoma
$209K +$3.02K +9 +1%
PVAMC
2599
PPS&V Asset Management Consultants
Michigan
$208K – – –
FMTCOCP
2600
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$208K – – –
102 103
104
105 106