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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1851
Rockbridge Investment Management
New York
$472K +$6.61K +23 +1%
KPWG
1852
KFA Private Wealth Group
Virginia
$470K +$14.7K +51 +3%
BFA
1853
Brown Financial Advisors
Ohio
$470K -$56.3K -196 -11%
RWP
1854
Revolve Wealth Partners
New Jersey
$469K -$290K -1,009 -39%
LC
1855
LCNB Corp
Ohio
$469K -$23.6K -82 -5%
FA
1856
Fountainhead AM
New Jersey
$468K +$52.3K +182 +13%
KLI
1857
Kelman-Lazarov Inc
Tennessee
$468K -$862 -3 -0.2%
BWM
1858
Birchcreek Wealth Management
Ohio
$466K -$58K -202 -11%
MPW
1859
Monterey Private Wealth
California
$465K +$149K +517 +49%
FDDB
1860
Fidelity D&D Bancorp
Pennsylvania
$463K +$70.1K +244 +19%
EWA
1861
Exencial Wealth Advisors
Oklahoma
$461K -$50K -174 -10%
SDAM
1862
Shulman DeMeo Asset Management
New York
$461K -$862 -3 -0.2%
PFW
1863
Petros Family Wealth
Minnesota
$461K +$446K +1,553 New
OCM
1864
Objective Capital Management
Ohio
$460K -$53.2K -185 -11%
AAS
1865
Annex Advisory Services
Wisconsin
$460K -$1.72K -6 -0.4%
YDMI
1866
Y.D. More Investments
Israel
$459K +$72.1K +251 +19%
BOM
1867
Bank of Marin
California
$459K – – –
SW
1868
Simplicity Wealth
New Jersey
$458K +$40.8K +142 +10%
6F
1869
626 Financial
Michigan
$457K +$38.8K +135 +10%
CWM
1870
Centric Wealth Management
Illinois
$455K – – –
FWIA
1871
Fort Washington Investment Advisors
Ohio
$453K -$45.7K -159 -9%
M
1872
MOTCO
Texas
$453K -$159K -555 -27%
BCFD
1873
Boit C.F. David
$453K – – –
ISFAN
1874
Investor's Fiduciary Advisor Network
Washington
$452K +$438K +1,525 New
MCM
1875
MV Capital Management
Maryland
$452K +$287 +1 +0.1%
73 74
75
76 77