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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1826
Impact Capital Partners
Colorado
$488K +$472K +1,643 New
MIC
1827
Means Investment Company
Maine
$487K +$287 +1 +0.1%
KWM
1828
Kolinsky Wealth Management
New Jersey
$486K +$7.18K +25 +2%
SWTS
1829
Stonehaven Wealth & Tax Solutions
Wisconsin
$486K +$470K +1,637 New
AWM
1830
Accel Wealth Management
Iowa
$485K -$19.8K -69 -4%
SGK
1831
Steigerwald Gordon & Koch
Virginia
$485K +$1.15K +4 +0.2%
FCM
1832
Family Capital Management
Michigan
$484K +$58.9K +205 +14%
AWA
1833
Amplius Wealth Advisors
Pennsylvania
$483K +$22.1K +77 +5%
WCM
1834
Windsor Capital Management
Arizona
$483K -$27.6K -96 -6%
HWM
1835
Hemington Wealth Management
Virginia
$481K +$15.2K +53 +3%
SIAP
1836
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$480K +$287 +1 +0.1%
CS
1837
Capital Square
Tennessee
$478K -$31K -108 -7%
PWS
1838
Peterson Wealth Services
Utah
$478K +$575 +2 +0.1%
SFG
1839
Sovereign Financial Group
Connecticut
$477K +$40.5K +141 +10%
AA
1840
Advisory Alpha
Michigan
$477K +$156K +543 +51%
AA
1841
Aire Advisors
California
$477K +$42.2K +147 +10%
CPIA
1842
Cornell Pochily Investment Advisors
New York
$476K +$575 +2 +0.1%
MAG
1843
M3 Advisory Group
Massachusetts
$476K +$29K +101 +7%
CF
1844
Centaurus Financial
California
$476K +$82.5K +287 +22%
MW
1845
MBL Wealth
North Carolina
$475K -$27.9K -97 -6%
CHC
1846
City Holding Co
West Virginia
$474K – – –
VA
1847
Valmark Advisers
Ohio
$473K +$94.2K +328 +26%
CBT
1848
Central Bank & Trust
Kentucky
$472K – – –
RIM
1849
Rockbridge Investment Management
New York
$472K +$6.61K +23 +1%
KPWG
1850
KFA Private Wealth Group
Virginia
$470K +$14.7K +51 +3%
72 73
74
75 76