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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1751
Westover Capital Advisors
Delaware
$241K – – –
DTC
1752
Davidson Trust Company
Washington
$240K – – –
SAA
1753
Southeast Asset Advisors
Georgia
$240K +$241K +1,455 New
CAM
1754
Cozad Asset Management
Illinois
$239K – – –
LJHT
1755
Laurie J. Hall Trustee
$239K – – –
GAMC
1756
Garner Asset Management Corp
Texas
$239K +$3.32K +20 +1%
M
1757
MOTCO
Texas
$238K – – –
ECAM
1758
East Coast Asset Management
Massachusetts
$238K – – –
RCM
1759
Raleigh Capital Management
North Carolina
$237K +$33.3K +201 +16%
IB
1760
Intrust Bank
Kansas
$237K -$5.14K -31 -2%
TWM
1761
Thrive Wealth Management
Pennsylvania
$236K -$4.48K -27 -2%
CWM
1762
Centric Wealth Management
Illinois
$236K +$1.99K +12 +0.8%
RWA
1763
Roberts Wealth Advisors
California
$236K – – –
MCCA
1764
Mill Creek Capital Advisors
Pennsylvania
$235K +$236K +1,425 New
CWM
1765
Connecticut Wealth Management
Connecticut
$234K +$235K +1,419 New
EAM
1766
Eagle Asset Management
Florida
$234K +$236K +1,422 New
EHAM
1767
Eagle Harbor Asset Management
Washington
$233K – – –
FAM
1768
Family Asset Management
South Carolina
$231K – – –
PCM
1769
Princeton Capital Management
New Jersey
$231K -$49.8K -300 -18%
KP
1770
Keel Point
Alabama
$231K +$3.15K +19 +1%
TLA
1771
Tanglewood Legacy Advisors
Texas
$230K – – –
IIA
1772
IPG Investment Advisors
California
$229K +$230K +1,387 New
CAAS
1773
Capital Asset Advisory Services
Michigan
$228K -$31.4K -189 -12%
CIP
1774
Convergence Investment Partners
Florida
$228K -$2.32K -14 -1%
SSWM
1775
Strait & Sound Wealth Management
California
$228K +$10.6K +64 +5%
69 70
71
72 73