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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GCMG
1776
Gyroscope Capital Management Group
Florida
$209K +$32.7K +200 +17%
BCM
1777
BTC Capital Management
Iowa
$205K – – –
KC
1778
Kenfarb & Co
Kentucky
$205K -$61.3K -375 -21%
AMG
1779
Advisors Management Group
Wisconsin
$204K -$1.64K -10 -0.7%
AWM
1780
Austin Wealth Management
Texas
$204K +$203K +1,240 New
LPT
1781
Legacy Private Trust
Wisconsin
$204K – – –
CWM
1782
Connecticut Wealth Management
Connecticut
$203K -$9.81K -60 -4%
KFA
1783
Kapstone Financial Advisors
Ohio
$203K – – –
KOCAA
1784
Knights of Columbus Asset Advisors
Connecticut
$202K -$4.2M -25,668 -95%
SC
1785
SouthState Corp
Florida
$202K -$1.91M -11,689 -90%
HFRG
1786
Houlihan Financial Resource Group
Virginia
$202K +$222K +1,357 New
JWBC
1787
J.W. Burns & Co
New York
$202K – – –
FC
1788
Fulcrum Capital
Washington
$201K – – –
NAG
1789
Northstar Advisory Group
New Jersey
$201K -$2.31M -14,139 -91%
CSB
1790
City State Bank
Iowa
$201K – – –
BOPW
1791
Brandywine Oak Private Wealth
Pennsylvania
$201K -$164 -1 -0.1%
GGI
1792
Godsey & Gibb Inc
Virginia
$199K -$8.18K -50 -4%
JMF
1793
Johnson Midwest Financial
Iowa
$197K +$216K +1,322 New
HWA
1794
HHM Wealth Advisors
Tennessee
$196K – – –
TIM
1795
Tortoise Investment Management
New York
$194K – – –
PAI
1796
Pittenger & Anderson Inc
Nebraska
$186K – – –
TLA
1797
Tanglewood Legacy Advisors
Texas
$186K – – –
PMFA
1798
Plante Moran Financial Advisors
Michigan
$186K +$6.87K +42 +3%
MAM
1799
Magellan Asset Management
Australia
$182K +$327 +2 +0.2%
KFI
1800
Key Financial Inc
Pennsylvania
$181K -$11K -67 -5%
70 71
72
73 74