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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1901
Great Diamond Partners
Maine
$357K +$249 +1 +0.1%
SAM
1902
Summit Asset Management
Tennessee
$357K – – –
NSAM
1903
North Star Asset Management
Wisconsin
$356K +$8.22K +33 +3%
HFS
1904
Heritage Financial Services
Massachusetts
$356K – – –
SCA
1905
Sandy Cove Advisors
Massachusetts
$355K +$12K +48 +4%
SF
1906
Safeguard Financial
Wisconsin
$355K +$326K +1,309 New
MW
1907
Maia Wealth
Colorado
$354K +$34.6K +139 +12%
MMHP
1908
Murphy Middleton Hinkle & Parker
Georgia
$354K – – –
AFT
1909
Alpha Family Trust
California
$354K – – –
EWM
1910
EPG Wealth Management
Georgia
$354K +$325K +1,305 New
FA
1911
Fagan Associates
New York
$353K -$89.6K -360 -22%
MJP
1912
Michael J. Puzo
$353K -$24.9K -100 -7%
LW
1913
Libra Wealth
California
$353K – – –
WC
1914
Wexford Capital
Florida
$353K – – –
NL
1915
NWAM LLC
Washington
$352K +$323K +1,296 New
JIP
1916
Jaffetilchin Investment Partners
Florida
$352K +$67.5K +271 +26%
MAG
1917
Mayfair Advisory Group
Alabama
$351K -$12.4K -50 -4%
YDMI
1918
Y.D. More Investments
Israel
$351K +$20.2K +81 +7%
BIP
1919
Blueprint Investment Partners
North Carolina
$349K -$135K -543 -30%
MCM
1920
Mainstream Capital Management
California
$349K +$320K +1,286 New
GFP
1921
Gryphon Financial Partners
Ohio
$348K +$14.9K +60 +5%
WH
1922
Willner & Heller
California
$348K +$48.8K +196 +18%
KCM
1923
Kathmere Capital Management
Pennsylvania
$348K +$38.3K +154 +14%
CAL
1924
Capital Advisors Ltd
Ohio
$347K +$3.73K +15 +1%
4WM
1925
4J Wealth Management
Virginia
$347K – – –
75 76
77
78 79