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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1801
1900 Wealth Management
Texas
$220K -$67.9K -421 -25%
BWFA
1802
Baltimore-Washington Financial Advisors
Maryland
$220K – – –
PWM
1803
PRW Wealth Management
Massachusetts
$219K +$202K +1,250 New
AA
1804
Ancora Advisors
Ohio
$219K +$44.9K +278 +28%
WCM
1805
Wedge Capital Management
North Carolina
$219K -$19K -118 -9%
LWA
1806
Lineweaver Wealth Advisors
Ohio
$218K -$8.71K -54 -4%
PCWA
1807
Pacific Capital Wealth Advisors
California
$218K – – –
HWA
1808
Heartwood Wealth Advisors
Virginia
$218K +$4.84K +30 +2%
BIM
1809
Bridges Investment Management
Nebraska
$218K – – –
PAI
1810
Pittenger & Anderson Inc
Nebraska
$218K – – –
TLA
1811
Tanglewood Legacy Advisors
Texas
$217K -$24.2K -150 -11%
BSAM
1812
Blue Square Asset Management
New York
$216K – – –
NSAM
1813
North Star Asset Management
Wisconsin
$215K – – –
EWA
1814
Encompass Wealth Advisors
Oregon
$214K – – –
CFO
1815
CVA Family Office
Colorado
$214K -$9.68K -60 -5%
FCM
1816
Firestone Capital Management
Florida
$213K – – –
MAM
1817
Magellan Asset Management
Australia
$213K +$6.45K +40 +3%
WMP
1818
Wealth Management Partners
Arizona
$212K -$16.1K -100 -8%
APG
1819
Abacus Planning Group
South Carolina
$211K – – –
TC
1820
Truvestments Capital
Florida
$211K +$40.5K +251 +26%
CA
1821
Claro Advisors
Massachusetts
$211K +$196K +1,212 New
PMFA
1822
Plante Moran Financial Advisors
Michigan
$210K +$80.7K +500 +71%
JDR
1823
Jay D. Rosenbaum
$210K +$194K +1,204 New
PCM
1824
Parsons Capital Management
Rhode Island
$209K +$194K +1,202 New
GCMG
1825
Gyroscope Capital Management Group
Florida
$209K +$194K +1,200 New
71 72
73
74 75