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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1676
Zhang Financial
Michigan
$297K +$287K +1,590 New
CAAS
1677
Capital Asset Advisory Services
Michigan
$296K -$2.89K -16 -1%
CIP
1678
Convergence Investment Partners
Florida
$296K -$1.45K -8 -0.5%
SC
1679
Schubert & Co
Texas
$296K +$3.79K +21 +1%
MAC
1680
Mason & Associates (California)
California
$296K +$19.9K +110 +7%
ECA
1681
Elevated Capital Advisors
Utah
$296K +$286K +1,582 New
SGK
1682
Steigerwald Gordon & Koch
Virginia
$295K -$12.1K -67 -4%
LJHT
1683
Laurie J. Hall Trustee
$295K – – –
MSCM
1684
McElhenny Sheffield Capital Management
Texas
$295K – – –
AWA
1685
Acorn Wealth Advisors
Michigan
$295K +$181 +1 +0.1%
KTC
1686
Kistler-Tiffany Companies
Pennsylvania
$293K – – –
NB
1687
Northwest Bancshares
Pennsylvania
$293K – – –
SFA
1688
Semmax Financial Advisors
North Carolina
$292K -$203K -1,125 -42%
CL
1689
CPWM LLC
Washington
$291K -$13K -72 -4%
BFG
1690
Bouchey Financial Group
New York
$291K -$9.39K -52 -3%
SCM
1691
SKBA Capital Management
California
$290K -$18.1K -100 -6%
KWA
1692
KCS Wealth Advisory
California
$288K -$50.4K -279 -15%
W
1693
Wealthquest
Ohio
$288K – – –
RPCONE
1694
Retirement Planning Company of New England
Rhode Island
$287K -$2.53K -14 -0.9%
ASA
1695
Armstrong Shaw Associates
Connecticut
$287K – – –
BCCM
1696
Bridge Creek Capital Management
Massachusetts
$287K +$2.17K +12 +0.8%
WA1
1697
Wimmer Associates 1
California
$286K – – –
FANJ
1698
Financial Architects (New Jersey)
New Jersey
$285K -$9.03K -50 -3%
LI
1699
Lafayette Investments
Maryland
$285K – – –
PA
1700
Probity Advisors
Texas
$284K -$14.8K -82 -5%
66 67
68
69 70