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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1701
Foster & Motley
Ohio
$229K +$229K +1,548 New
AAS
1702
Annex Advisory Services
Wisconsin
$227K -$29.3K -198 -11%
WCFA
1703
Walkner Condon Financial Advisors
Wisconsin
$227K +$227K +1,534 New
ASA
1704
Armstrong Shaw Associates
Connecticut
$227K – – –
EFSCE
1705
Enterprise Financial Services Corp (EFSC)
Missouri
$227K +$1.78K +12 +0.8%
LI
1706
Lafayette Investments
Maryland
$225K – – –
WA
1707
Waverly Advisors
Alabama
$225K +$225K +1,520 New
WFI
1708
West Family Investments
California
$224K +$225K +1,518 New
HI
1709
Hudock Inc
Pennsylvania
$224K -$18.5K -125 -8%
CW
1710
CIC Wealth
Maryland
$223K +$224K +1,512 New
TTWM
1711
TCV Trust & Wealth Management
Virginia
$223K -$2.67K -18 -1%
MAG
1712
Mayfair Advisory Group
Alabama
$223K – – –
NFP
1713
NorthLanding Financial Partners
New York
$223K -$148 -1 -0.1%
NB
1714
Northwest Bancshares
Pennsylvania
$223K – – –
MCM
1715
MV Capital Management
Maryland
$223K +$17K +115 +8%
UBV
1716
United Bank (Virginia)
Virginia
$222K – – –
PAS
1717
Professional Advisory Services
Florida
$222K – – –
WRM
1718
Weybosset Research & Management
Rhode Island
$222K – – –
HCP
1719
Hexagon Capital Partners
Arkansas
$222K -$30.2K -204 -12%
NWM
1720
Northwest Wealth Management
Iowa
$222K -$6.08K -41 -3%
WA1
1721
Wimmer Associates 1
California
$222K – – –
BG
1722
Bahl & Gaynor
Ohio
$221K +$222K +1,496 New
MCM
1723
Mengis Capital Management
Oregon
$221K – – –
SC
1724
Sierra Capital
Florida
$221K +$25.2K +170 +13%
OW
1725
Olistico Wealth
Oklahoma
$221K +$221K +1,493 New
67 68
69
70 71