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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
1651
First Business Financial Services
Wisconsin
$220K – – –
HWM
1652
Hemington Wealth Management
Virginia
$220K +$2.27K +15 +0.9%
WP
1653
WealthSpring Partners
California
$220K +$247K +1,629 New
PP
1654
PDS Planning
Ohio
$219K -$58.1K -384 -19%
SC
1655
Schubert & Co
Texas
$219K +$1.97K +13 +0.8%
FOA
1656
Five Oceans Advisors
California
$217K +$243K +1,606 New
CF
1657
Corrigan Financial
Rhode Island
$216K +$151 +1 +0.1%
AAIM
1658
Asset Advisors Investment Management
Georgia
$216K – – –
MJP
1659
Michael J. Puzo
$216K – – –
SMC
1660
Smith, Moore & Co
Missouri
$216K +$151 +1 +0.1%
AA
1661
Alta Advisers
United Kingdom
$216K +$242K +1,600 New
FFH
1662
Fairfax Financial Holdings
Ontario, Canada
$216K +$242K +1,600 New
LWA
1663
Lineweaver Wealth Advisors
Ohio
$215K -$2.42K -16 -1%
BBNB
1664
Baker Boyer National Bank
Washington
$215K – – –
CAAS
1665
Capital Asset Advisory Services
Michigan
$215K +$454 +3 +0.2%
FF
1666
FourThought Financial
Florida
$215K +$1.67K +11 +0.7%
ASFA
1667
All Season Financial Advisors
Colorado
$215K +$4.09K +27 +2%
MFG
1668
Menard Financial Group
Texas
$215K +$241K +1,594 New
ISWM
1669
Independent Solutions Wealth Management
New York
$215K – – –
AWA
1670
Acorn Wealth Advisors
Michigan
$214K +$1.51K +10 +0.6%
ECA
1671
Elevated Capital Advisors
Utah
$214K +$240K +1,584 New
CL
1672
CPWM LLC
Washington
$213K -$57.8K -382 -20%
CPIA
1673
Cornell Pochily Investment Advisors
New York
$213K -$10.9K -72 -4%
MSCM
1674
McElhenny Sheffield Capital Management
Texas
$213K – – –
RPCONE
1675
Retirement Planning Company of New England
Rhode Island
$213K +$6.96K +46 +3%
65 66
67
68 69