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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
1826
First Business Financial Services
Wisconsin
$340K +$4.86K +21 +1%
CIA
1827
Compass Ion Advisors
Pennsylvania
$339K – – –
FNC
1828
First National Corp
Massachusetts
$339K +$58.1K +251 +21%
WMWM
1829
Whitaker-Myers Wealth Managers
Ohio
$339K +$53.5K +231 +19%
FOA
1830
Five Oceans Advisors
California
$338K -$16.2K -70 -5%
AAG
1831
Armstrong Advisory Group
Massachusetts
$338K -$25.7K -111 -7%
HIIFS
1832
Harel Insurance Investments & Financial Services
Israel
$338K +$116K +499 +51%
AA
1833
Aire Advisors
California
$338K -$33.1K -143 -9%
SWA
1834
Sax Wealth Advisors
New Jersey
$336K +$337K +1,453 New
CCM
1835
Crew Capital Management
Ohio
$335K – – –
VNA
1836
Valley National Advisers
Pennsylvania
$334K -$695 -3 -0.2%
ECAM
1837
East Coast Asset Management
Massachusetts
$334K – – –
SCP
1838
Sivia Capital Partners
California
$333K -$35K -151 -9%
WCA
1839
Westover Capital Advisors
Delaware
$333K -$4.63K -20 -1%
FA
1840
Financial Advisors
Massachusetts
$333K – – –
FFBTD
1841
First Financial Bank - Trust Division
Ohio
$332K +$463 +2 +0.1%
THL
1842
Tillman Hartley LLC
Colorado
$332K -$84.8K -366 -20%
HWMO
1843
Heritage Wealth Management (Ohio)
Ohio
$332K +$326K +1,409 New
CGA
1844
Crescent Grove Advisors
Illinois
$332K +$51.6K +223 +18%
FBC
1845
Fairfield, Bush & Co
Connecticut
$331K – – –
SFG
1846
Sovereign Financial Group
Connecticut
$331K -$13.4K -58 -4%
LI
1847
Lafayette Investments
Maryland
$331K -$66K -285 -17%
KA
1848
KLCM Advisors
Wisconsin
$331K – – –
ISWM
1849
Independent Solutions Wealth Management
New York
$330K -$55.8K -241 -14%
KB
1850
Kimelman & Baird
New York
$330K +$330K +1,425 New
72 73
74
75 76