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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1551
Whitener Capital Management
North Carolina
$340K – – –
RCA
1552
Ranch Capital Advisors
Florida
$339K – – –
LSPW
1553
Lake Street Private Wealth
Illinois
$338K +$15.6K +94 +5%
CST
1554
Charles Schwab Trust
Nevada
$338K – – –
MFC
1555
Mechanics Financial Corp
Ohio
$338K – – –
BCM
1556
Blume Capital Management
California
$338K +$64K +386 +23%
RWPA
1557
Richard W. Paul & Associates
Michigan
$337K -$23.1K -139 -6%
FPFS
1558
First Personal Financial Services
North Carolina
$337K -$24.9K -150 -7%
DP
1559
Dearborn Partners
Illinois
$337K +$13.4K +81 +4%
CT
1560
Columbia Trust
Oregon
$337K -$7.96K -48 -2%
MSWM
1561
McGlone Suttner Wealth Management
Wisconsin
$336K +$78.1K +471 +30%
KMWM
1562
Keudell/Morrison Wealth Management
Oregon
$336K – – –
WA
1563
Waddell & Associates
Tennessee
$336K -$4.31K -26 -1%
AMG
1564
Advisors Management Group
Wisconsin
$336K -$1.66K -10 -0.5%
PWA
1565
Phoenix Wealth Advisors
North Carolina
$336K -$161K -969 -32%
SCA
1566
Stonebridge Capital Advisors
Minnesota
$336K – – –
RZH
1567
Relyea Zuckerberg Hanson
Connecticut
$336K +$20.9K +126 +7%
CBT
1568
Central Bank & Trust
Kentucky
$335K – – –
LFA
1569
Legacy Financial Advisors
Kentucky
$334K +$41K +247 +14%
CCG
1570
Cypress Capital Group
Florida
$332K – – –
TNB
1571
Thomasville National Bank
Georgia
$331K -$5.81K -35 -2%
FBB
1572
Fulton Breakefield Broenniman
Maryland
$331K -$22.7K -137 -6%
MCM
1573
Magnolia Capital Management
New York
$330K – – –
CIA
1574
Caerus Investment Advisors
Texas
$330K – – –
HA
1575
Harbor Advisors
Florida
$330K – – –
61 62
63
64 65