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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1901
Lafayette Investments
Maryland
$359K -$25.6K -103 -7%
SN
1902
Sittner & Nelson
Oregon
$359K +$498 +2 +0.2%
AMG
1903
Advisors Management Group
Wisconsin
$358K -$4.73K -19 -1%
CF
1904
Centaurus Financial
California
$358K +$24.2K +97 +8%
FDDB
1905
Fidelity D&D Bancorp
Pennsylvania
$357K – – –
GDP
1906
Great Diamond Partners
Maine
$357K +$249 +1 +0.1%
SAM
1907
Summit Asset Management
Tennessee
$357K – – –
NSAM
1908
North Star Asset Management
Wisconsin
$356K +$8.22K +33 +3%
HFS
1909
Heritage Financial Services
Massachusetts
$356K – – –
SCA
1910
Sandy Cove Advisors
Massachusetts
$355K +$12K +48 +4%
SF
1911
Safeguard Financial
Wisconsin
$355K +$326K +1,309 New
MW
1912
Maia Wealth
Colorado
$354K +$34.6K +139 +12%
MMHP
1913
Murphy Middleton Hinkle & Parker
Georgia
$354K – – –
AFT
1914
Alpha Family Trust
California
$354K – – –
EWM
1915
EPG Wealth Management
Georgia
$354K +$325K +1,305 New
FA
1916
Fagan Associates
New York
$353K -$89.6K -360 -22%
MJP
1917
Michael J. Puzo
$353K -$24.9K -100 -7%
LW
1918
Libra Wealth
California
$353K – – –
WC
1919
Wexford Capital
Florida
$353K – – –
NL
1920
NWAM LLC
Washington
$352K +$323K +1,296 New
JIP
1921
Jaffetilchin Investment Partners
Florida
$352K +$67.5K +271 +26%
MAG
1922
Mayfair Advisory Group
Alabama
$351K -$12.4K -50 -4%
YDMI
1923
Y.D. More Investments
Israel
$351K +$20.2K +81 +7%
BIP
1924
Blueprint Investment Partners
North Carolina
$349K -$135K -543 -30%
MCM
1925
Mainstream Capital Management
California
$349K +$320K +1,286 New
75 76
77
78 79