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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1651
Bouchey Financial Group
New York
$263K +$274K +1,608 New
PA
1652
Probity Advisors
Texas
$262K -$33.6K -197 -11%
CAAS
1653
Capital Asset Advisory Services
Michigan
$262K -$24.4K -143 -8%
MJP
1654
Michael J. Puzo
$262K – – –
OIA
1655
Optimum Investment Advisors
Illinois
$262K – – –
TI
1656
Truehand Inc
New Hampshire
$262K – – –
AAIM
1657
Asset Advisors Investment Management
Georgia
$262K +$273K +1,600 New
VI
1658
Versor Investments
New York
$262K +$273K +1,600 New
CF
1659
Corrigan Financial
Rhode Island
$262K +$171 +1 +0.1%
CIP
1660
Convergence Investment Partners
Florida
$261K -$11.1K -65 -4%
BBNB
1661
Baker Boyer National Bank
Washington
$261K +$272K +1,593 New
RIM
1662
Reliant Investment Management
Tennessee
$259K -$92.9K -545 -26%
FANJ
1663
Financial Architects (New Jersey)
New Jersey
$258K -$8.19K -48 -3%
AWA
1664
Acorn Wealth Advisors
Michigan
$258K – – –
LJHT
1665
Laurie J. Hall Trustee
$258K – – –
MSCM
1666
McElhenny Sheffield Capital Management
Texas
$258K – – –
UBV
1667
United Bank (Virginia)
Virginia
$258K – – –
NB
1668
Northwest Bancshares
Pennsylvania
$257K -$3.41K -20 -1%
KTC
1669
Kistler-Tiffany Companies
Pennsylvania
$256K +$11.1K +65 +4%
SC
1670
Schubert & Co
Texas
$256K +$266K +1,562 New
SG
1671
StoneX Group
New York
$255K +$266K +1,558 New
ASFA
1672
All Season Financial Advisors
Colorado
$253K -$366K -2,144 -58%
RPCONE
1673
Retirement Planning Company of New England
Rhode Island
$253K +$264K +1,550 New
WW
1674
Waterfront Wealth
Kansas
$252K +$262K +1,539 New
ASA
1675
Armstrong Shaw Associates
Connecticut
$251K – – –
65 66
67
68 69