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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1701
Autus Asset Management
Arizona
$237K – – –
GAMC
1702
Garner Asset Management Corp
Texas
$237K +$34.3K +201 +16%
ECAM
1703
East Coast Asset Management
Massachusetts
$236K – – –
GCM
1704
Graham Capital Management
Connecticut
$236K +$246K +1,443 New
KWM
1705
Kolinsky Wealth Management
New Jersey
$236K +$246K +1,445 New
EFSCE
1706
Enterprise Financial Services Corp (EFSC)
Missouri
$235K -$428K -2,511 -64%
MAG
1707
Mayfair Advisory Group
Alabama
$235K – – –
CTA
1708
Colonial Trust Advisors
South Carolina
$234K – – –
MHR
1709
Matthew Hamilton Rosenberg
$234K – – –
WPW
1710
Warther Private Wealth
Ohio
$234K – – –
CSB
1711
City State Bank
Iowa
$234K +$244K +1,430 New
EHAM
1712
Eagle Harbor Asset Management
Washington
$231K +$241K +1,415 New
FBC
1713
Fairfield, Bush & Co
Connecticut
$231K -$1.73M -10,150 -88%
LC
1714
Lindbrook Capital
California
$231K +$69.4K +407 +40%
TIM
1715
Tortoise Investment Management
New York
$230K -$5.12K -30 -2%
PWW
1716
Pettyjohn Wood & White
Virginia
$229K -$20.8K -122 -8%
MC
1717
Middleton & Co
Massachusetts
$229K -$8.53K -50 -3%
1CP
1718
17 Capital Partners
Arizona
$229K – – –
DDPIC
1719
Deroy & Devereaux Private Investment Counsel
Michigan
$229K – – –
TA
1720
TrueWealth Advisors
Alabama
$229K +$239K +1,399 New
AWA
1721
Amplius Wealth Advisors
Pennsylvania
$229K +$239K +1,402 New
CWM
1722
Centric Wealth Management
Illinois
$228K -$25.6K -150 -10%
JFA
1723
Johanson Financial Advisors
California
$228K +$26.1K +153 +12%
EFM
1724
E Fund Management
China
$227K -$4.6K -27 -2%
GWM
1725
Greenwich Wealth Management
Connecticut
$227K – – –
67 68
69
70 71