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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
2776
Litman Gregory Wealth Management
California
$194K +$188K +525 New
TFA
2777
Transamerica Financial Advisors
Florida
$190K +$90.2K +252 +96%
CFD
2778
Creative Financial Designs
Indiana
$188K +$56.2K +157 +45%
CCMI
2779
Creative Capital Management Investments
California
$186K +$716 +2 +0.4%
AI
2780
AXS Investments
New York
$185K -$9.66K -27 -5%
FISPB
2781
Fideuram - Intesa Sanpaolo Private Banking
$181K +$175K +489 New
FCT
2782
First Community Trust
Iowa
$176K -$26.8K -75 -14%
VR
2783
Vision Retirement
New Jersey
$174K +$168K +470 New
SNB
2784
Security National Bank
Nebraska
$172K – – –
DMBA
2785
Deseret Mutual Benefit Administrators
Utah
$170K – – –
CVM
2786
Cheviot Value Management
California
$170K – – –
FMB
2787
Field & Main Bank
Kentucky
$168K +$19K +53 +13%
PMIM
2788
Prudent Man Investment Management
Colorado
$166K +$138K +385 +602%
JWM
2789
Jessup Wealth Management
Ohio
$164K +$159K +443 New
PJC
2790
Phillip James Consulting
Minnesota
$163K +$166K +463 New
FFL
2791
Financial Freedom LLC
Ohio
$163K – – –
BHWM
2792
Bay Harbor Wealth Management
Maryland
$162K -$6.44K -18 -4%
FIM
2793
FWL Investment Management
Texas
$162K +$37.2K +104 +31%
BGAI
2794
Bruce G. Allen Investments
Colorado
$161K -$6.8K -19 -4%
OP
2795
ORG Partners
Indiana
$159K +$716 +2 +0.5%
BIA
2796
Bell Investment Advisors
California
$156K +$6.44K +18 +4%
BHWM
2797
Beaird Harris Wealth Management
Texas
$155K -$2.5K -7 -2%
FC
2798
Fairscale Capital
New Hampshire
$155K – – –
TCM
2799
Triumph Capital Management
Colorado
$155K +$150K +418 New
KFA
2800
Kelleher Financial Advisors
New York
$152K +$2.5K +7 +2%
110 111
112
113 114