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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1101
Sentry Investment Management
Wisconsin
$812K +$140K +947 +21%
SF
1102
Symphony Financial
Texas
$808K +$33.8K +228 +4%
SIG
1103
Sargent Investment Group
Maryland
$803K +$127K +859 +19%
PC
1104
Pecaut & Co
Iowa
$802K -$124K -837 -13%
AWC
1105
Abundance Wealth Counselors
Pennsylvania
$800K +$13.3K +90 +2%
WMC
1106
Westwood Management Corporation
Illinois
$798K – – –
BAM
1107
Boyar Asset Management
New York
$797K -$14.8K -100 -2%
SWS
1108
SYSTM Wealth Solutions
Illinois
$790K +$792K +5,348 New
WA
1109
Wealth Alliance
New York
$787K +$74.1K +500 +10%
OPS
1110
Orion Portfolio Solutions
Nebraska
$783K +$230K +1,550 +41%
OFS
1111
Oldfather Financial Services
Nebraska
$782K -$9.48K -64 -1%
GRP
1112
Global Retirement Partners
California
$779K +$22.7K +153 +3%
LCM
1113
Lewis Capital Management
California
$779K – – –
IP
1114
Ignite Planners
California
$778K +$669K +4,516 New
SBL
1115
Sargent Bickham Lagudis
Colorado
$774K – – –
WCM
1116
Weik Capital Management
Pennsylvania
$771K -$16.3K -110 -2%
LRPA
1117
L. Roy Papp & Associates
Arizona
$771K – – –
AL
1118
Aspiriant LLC
California
$769K +$35.6K +240 +5%
RCM
1119
Radnor Capital Management
Pennsylvania
$769K +$22.2K +150 +3%
SS
1120
Simplicity Solutions
Minnesota
$768K +$21.8K +147 +3%
VRM
1121
Vectors Research Management
New York
$765K – – –
HC
1122
HNP Capital
New York
$765K – – –
BFC
1123
Bedel Financial Consulting
Indiana
$762K +$33.6K +227 +5%
NB
1124
NBT Bank
New York
$762K -$43.1K -291 -5%
RMC
1125
Resources Management Corp
Connecticut
$761K -$29.6K -200 -4%
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