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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1801
Summit Asset Management
Tennessee
$217K +$218K +1,315 New
JWA
1802
JFS Wealth Advisors
Pennsylvania
$216K +$2.16K +13 +1%
LWA
1803
Lineweaver Wealth Advisors
Ohio
$216K -$24.2K -146 -10%
MMHP
1804
Murphy Middleton Hinkle & Parker
Georgia
$215K +$217K +1,306 New
BAM
1805
Blueshift Asset Management
New Jersey
$215K +$217K +1,306 New
AFT
1806
Alpha Family Trust
California
$215K +$216K +1,305 New
ABLA
1807
Alan B. Lancz & Associates
Ohio
$214K – – –
LW
1808
Libra Wealth
California
$214K +$216K +1,300 New
TIM
1809
Tortoise Investment Management
New York
$214K – – –
BI
1810
Ballast Inc
Kentucky
$212K +$214K +1,288 New
CFO
1811
CVA Family Office
Colorado
$212K -$25.4K -153 -11%
MHR
1812
Matthew Hamilton Rosenberg
$212K – – –
HI
1813
Humankind Investments
New York
$211K -$33.8K -204 -14%
PC
1814
Port Capital
Illinois
$211K +$213K +1,282 New
VFA
1815
Voya Financial Advisors
Connecticut
$210K -$206K -1,239 -49%
TCA
1816
Trifecta Capital Advisors
Illinois
$210K -$166 -1 -0.1%
MCM
1817
Monument Capital Management
Virginia
$210K +$212K +1,275 New
ISWM
1818
Independent Solutions Wealth Management
New York
$210K -$52.6K -317 -20%
RIA
1819
Regal Investment Advisors
Michigan
$210K -$14.4K -87 -6%
MC
1820
Middleton & Co
Massachusetts
$209K -$21.7K -131 -9%
EPP
1821
ETF Portfolio Partners
Kansas
$209K +$211K +1,269 New
BWFA
1822
Baltimore-Washington Financial Advisors
Maryland
$208K -$99.5K -600 -32%
BCA
1823
Bay Colony Advisors
Massachusetts
$208K +$212K +1,279 New
VCM
1824
Virtue Capital Management
Tennessee
$207K -$53.7K -324 -20%
GFP
1825
Gryphon Financial Partners
Ohio
$207K +$208K +1,256 New
71 72
73
74 75