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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
1801
Legacy Financial Strategies
Kansas
$595K +$10.2K +32 +2%
ECM
1802
Eisler Capital Management
United Kingdom
$592K +$549K +1,726 New
TIM
1803
Thompson Investment Management
Wisconsin
$592K – – –
HWM
1804
Hemington Wealth Management
Virginia
$591K +$17.5K +55 +3%
SC
1805
Schubert & Co
Texas
$591K -$14.9K -47 -3%
MSCM
1806
McElhenny Sheffield Capital Management
Texas
$591K +$43.6K +137 +8%
RMDI
1807
R.M. Davis Inc
Maine
$591K -$24.2K -76 -4%
AW
1808
Alteri Wealth
California
$590K -$3.18K -10 -0.6%
CAI
1809
Capital Advisors Inc
Oklahoma
$588K -$109K -344 -16%
ONST
1810
Old North State Trust
North Carolina
$587K +$79.8K +251 +17%
DC
1811
Diametric Capital
Massachusetts
$587K +$562K +1,766 New
SPWG
1812
Sage Private Wealth Group
Illinois
$587K -$1.59K -5 -0.3%
SLG
1813
Stanley-Laman Group
Pennsylvania
$586K -$86.2K -271 -13%
RCM
1814
RNC Capital Management
California
$585K -$6.36K -20 -1%
LWM
1815
Liberty Wealth Management
California
$582K +$954 +3 +0.2%
TNBTD
1816
Trustmark National Bank Trust Department
Mississippi
$581K +$69.3K +218 +14%
RFA
1817
Reyes Financial Architecture
California
$579K +$9.86K +31 +2%
CSPIA
1818
Cary Street Partners Investment Advisory
Virginia
$579K +$40.7K +128 +8%
HWMO
1819
Heritage Wealth Management (Ohio)
Ohio
$579K -$29.3K -92 -5%
EIP
1820
Ellis Investment Partners
Pennsylvania
$578K – – –
IIC
1821
Integrated Investment Consultants
Michigan
$577K -$39.1K -123 -7%
BIM
1822
Barton Investment Management
Pennsylvania
$576K – – –
BMWS
1823
Brady Martz Wealth Solutions
North Dakota
$576K -$21K -66 -4%
TNA
1824
True North Advisors
Texas
$575K +$15.3K +48 +3%
FRM
1825
Fox Run Management
Connecticut
$575K +$550K +1,730 New
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