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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
751
IFG Advisory
Georgia
$2.02M -$564K -3,599 -23%
RVM
752
Robinson Value Management
Texas
$2.02M -$52.8K -337 -3%
FC
753
FORA Capital
Florida
$2M +$1.89M +12,095 New
FIM
754
Fruth Investment Management
Texas
$1.98M +$15.7K +100 +0.8%
BSA
755
Bull Street Advisors
Georgia
$1.97M – – –
DCM
756
Dupont Capital Management
Delaware
$1.97M +$1.86M +11,906 New
LBC
757
Lowe Brockenbrough & Co
Virginia
$1.97M -$1.57K -10 -0.1%
MIA
758
MainStreet Investment Advisors
Illinois
$1.97M -$783 -5 -0%
CRC
759
Curi RMB Capital
Illinois
$1.97M – – –
CW
760
CreativeOne Wealth
Kansas
$1.97M +$8.77K +56 +0.5%
SSWM
761
Smith Salley Wealth Management
North Carolina
$1.96M +$783 +5 +0%
CA
762
CSM Advisors
Pennsylvania
$1.95M – – –
PWMAG
763
Pinnacle Wealth Management Advisory Group
New Jersey
$1.95M +$33.7K +215 +2%
BO
764
BRR OpCo
Ohio
$1.93M +$22.6K +144 +1%
FTDI
765
First Trust Direct Indexing
Massachusetts
$1.93M +$236K +1,510 +15%
FBC
766
Fairfield, Bush & Co
Connecticut
$1.92M – – –
LT
767
Lindsell Train
United Kingdom
$1.92M – – –
GJIC
768
Gamble Jones Investment Counsel
California
$1.91M – – –
MWM
769
Madison Wealth Management
Ohio
$1.91M +$76.9K +491 +4%
PH
770
Pinnacle Holdings
Oklahoma
$1.91M -$8.3K -53 -0.5%
GCC
771
Guardian Capital (Canada)
Ontario, Canada
$1.9M -$439K -2,800 -20%
CNC
772
Canandaigua National Corp
New York
$1.9M -$28.3K -181 -2%
VI
773
Vestcor Inc
New Brunswick, Canada
$1.9M -$102K -653 -5%
RHBC
774
R.H. Bluestein & Co
Michigan
$1.89M – – –
FWM
775
Frontier Wealth Management
Missouri
$1.89M +$157 +1 +0%
29 30
31
32 33