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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
1751
Koss-Olinger Consulting
Florida
$216K +$2.9K +17 +1%
SAM
1752
Summit Asset Management
Tennessee
$215K +$7.67K +45 +4%
RF
1753
Rollins Financial
Georgia
$214K +$223K +1,310 New
MCM
1754
MV Capital Management
Maryland
$213K +$512 +3 +0.2%
ABLA
1755
Alan B. Lancz & Associates
Ohio
$213K +$222K +1,300 New
LW
1756
Libra Wealth
California
$213K +$222K +1,300 New
BCA
1757
Bay Colony Advisors
Massachusetts
$213K +$222K +1,303 New
MAM
1758
Mystic Asset Management
Rhode Island
$213K +$223K +1,305 New
AIP
1759
Almanack Investment Partners
Pennsylvania
$212K +$4.78K +28 +2%
PFA
1760
Paradigm Financial Advisors
Missouri
$210K – – –
SFG
1761
SevenBridge Financial Group
Pennsylvania
$208K -$13.8K -81 -6%
EPP
1762
ETF Portfolio Partners
Kansas
$208K – – –
VCM
1763
Vivaldi Capital Management
Illinois
$208K +$682 +4 +0.3%
CWM
1764
Chesapeake Wealth Management
Virginia
$207K -$40.9K -240 -16%
WCM
1765
Wedge Capital Management
North Carolina
$207K -$5.46K -32 -2%
CP
1766
Coho Partners
Pennsylvania
$207K – – –
M
1767
MOTCO
Texas
$207K – – –
CF
1768
Centaurus Financial
California
$207K +$27.8K +163 +15%
SEIA
1769
Signature Estate & Investment Advisors
California
$206K -$341 -2 -0.2%
JW
1770
Jenkins Wealth
Colorado
$206K +$182K +1,069 New
PWM
1771
PRW Wealth Management
Massachusetts
$206K +$214K +1,255 New
HCM
1772
Highview Capital Management
Illinois
$206K +$214K +1,257 New
FC
1773
Forte Capital
New York
$206K +$215K +1,262 New
HHGA
1774
Halbert Hargrove Global Advisors
California
$205K -$11.4K -67 -5%
CAM
1775
Cozad Asset Management
Illinois
$204K -$34.1K -200 -14%
69 70
71
72 73