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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1826
Objective Capital Management
Ohio
$329K +$4.77K +23 +2%
ECAM
1827
East Coast Asset Management
Massachusetts
$328K – – –
FA
1828
Financial Advisors
Massachusetts
$328K – – –
FFBTD
1829
First Financial Bank - Trust Division
Ohio
$326K – – –
RHAM
1830
Round Hill Asset Management
California
$326K -$210K -1,015 -41%
ES
1831
Eagle Strategies
New York
$326K +$297K +1,431 New
FBC
1832
Fairfield, Bush & Co
Connecticut
$326K – – –
KA
1833
KLCM Advisors
Wisconsin
$325K +$14.5K +70 +5%
SIMG
1834
Sonora Investment Management Group
Arizona
$325K -$7.67K -37 -3%
GAMC
1835
Garner Asset Management Corp
Texas
$324K -$207 -1 -0.1%
CAAS
1836
Capital Asset Advisory Services
Michigan
$323K +$3.11K +15 +1%
OFS
1837
OneAscent Financial Services
Alabama
$322K -$32.8K -158 -10%
CPC
1838
Consolidated Planning Corp
Georgia
$322K – – –
FCM
1839
Family Capital Management
Michigan
$322K +$6.43K +31 +2%
TNAM
1840
Terra Nova Asset Management
New York
$320K +$829 +4 +0.3%
1CP
1841
17 Capital Partners
Arizona
$319K – – –
QFA
1842
Quantum Financial Advisors
California
$316K +$65.1K +314 +29%
AT
1843
Arden Trust
Delaware
$315K -$27K -130 -9%
PMFA
1844
Plante Moran Financial Advisors
Michigan
$315K +$8.09K +39 +3%
BP
1845
BBR Partners
New York
$314K +$286K +1,380 New
BCM
1846
BTC Capital Management
Iowa
$313K +$285K +1,376 New
CTA
1847
Colonial Trust Advisors
South Carolina
$313K -$9.12K -44 -3%
SSWM
1848
Strait & Sound Wealth Management
California
$311K – – –
FA
1849
Fountainhead AM
New Jersey
$311K +$35K +169 +14%
LPT
1850
Legacy Private Trust
Wisconsin
$311K – – –
72 73
74
75 76