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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
1776
Legacy Financial Strategies
Kansas
$443K +$9.96K +40 +3%
SC
1777
Schubert & Co
Texas
$443K +$1.49K +6 +0.4%
SGK
1778
Steigerwald Gordon & Koch
Virginia
$442K – – –
MCWA
1779
Meadow Creek Wealth Advisors
Georgia
$441K – – –
TNBTD
1780
Trustmark National Bank Trust Department
Mississippi
$440K +$2.49K +10 +0.6%
BWM
1781
Bullock Wealth Management
Indiana
$440K +$53.8K +216 +15%
EBA
1782
Eagle Bay Advisors
New York
$439K -$7.47K -30 -2%
SIAP
1783
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$439K – – –
SG
1784
StoneX Group
New York
$439K -$51.5K -207 -11%
KWM
1785
Kolinsky Wealth Management
New Jersey
$437K -$249 -1 -0.1%
PWS
1786
Peterson Wealth Services
Utah
$437K +$498 +2 +0.1%
WMWM
1787
Whitaker-Myers Wealth Managers
Ohio
$435K +$35.6K +143 +10%
CPIA
1788
Cornell Pochily Investment Advisors
New York
$435K +$747 +3 +0.2%
AA
1789
Alta Advisers
United Kingdom
$434K – – –
CS
1790
Capital Square
Tennessee
$433K -$71.5K -287 -15%
CHC
1791
City Holding Co
West Virginia
$433K – – –
MA
1792
MONECO Advisors
Connecticut
$432K +$9.21K +37 +2%
CBT
1793
Central Bank & Trust
Kentucky
$431K -$55.8K -224 -12%
R
1794
Rebalance
California
$430K -$68K -273 -15%
KLI
1795
Kelman-Lazarov Inc
Tennessee
$428K – – –
WAS
1796
Wealth Advisory Solutions
Indiana
$427K – – –
BG
1797
Bahl & Gaynor
Ohio
$427K -$3.73K -15 -0.9%
RIM
1798
Rockbridge Investment Management
New York
$425K – – –
FWM
1799
Forza Wealth Management
Florida
$425K -$10.5K -42 -3%
HWM
1800
Hemington Wealth Management
Virginia
$424K +$3.49K +14 +0.9%
70 71
72
73 74