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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EPP
1801
ETF Portfolio Partners
Kansas
$221K – – –
MC
1802
Middleton & Co
Massachusetts
$221K – – –
1WM
1803
1900 Wealth Management
Texas
$220K -$67.9K -421 -25%
BWFA
1804
Baltimore-Washington Financial Advisors
Maryland
$220K – – –
PWM
1805
PRW Wealth Management
Massachusetts
$219K +$202K +1,250 New
AA
1806
Ancora Advisors
Ohio
$219K +$44.9K +278 +28%
WCM
1807
Wedge Capital Management
North Carolina
$219K -$19K -118 -9%
LWA
1808
Lineweaver Wealth Advisors
Ohio
$218K -$8.71K -54 -4%
PCWA
1809
Pacific Capital Wealth Advisors
California
$218K – – –
HWA
1810
Heartwood Wealth Advisors
Virginia
$218K +$4.84K +30 +2%
BIM
1811
Bridges Investment Management
Nebraska
$218K – – –
PAI
1812
Pittenger & Anderson Inc
Nebraska
$218K – – –
TLA
1813
Tanglewood Legacy Advisors
Texas
$217K -$24.2K -150 -11%
BSAM
1814
Blue Square Asset Management
New York
$216K – – –
NSAM
1815
North Star Asset Management
Wisconsin
$215K – – –
EWA
1816
Encompass Wealth Advisors
Oregon
$214K – – –
CFO
1817
CVA Family Office
Colorado
$214K -$9.68K -60 -5%
FCM
1818
Firestone Capital Management
Florida
$213K – – –
MAM
1819
Magellan Asset Management
Australia
$213K +$6.45K +40 +3%
WMP
1820
Wealth Management Partners
Arizona
$212K -$16.1K -100 -8%
APG
1821
Abacus Planning Group
South Carolina
$211K – – –
TC
1822
Truvestments Capital
Florida
$211K +$40.5K +251 +26%
CA
1823
Claro Advisors
Massachusetts
$211K +$196K +1,212 New
PMFA
1824
Plante Moran Financial Advisors
Michigan
$210K +$80.7K +500 +71%
JDR
1825
Jay D. Rosenbaum
$210K +$194K +1,204 New
71 72
73
74 75