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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1901
Fragasso Financial Advisors
Pennsylvania
$399K +$8.28K +28 +2%
WCA
1902
Westover Capital Advisors
Delaware
$399K +$18.3K +62 +4%
DAM
1903
Delta Asset Management
Tennessee
$398K – – –
AA
1904
Aire Advisors
California
$398K -$37.5K -127 -8%
SIMG
1905
Sonora Investment Management Group
Arizona
$397K +$181K +613 +71%
VA
1906
Valmark Advisers
Ohio
$396K -$35.2K -119 -7%
FBFS
1907
First Business Financial Services
Wisconsin
$395K – – –
MWM
1908
MinichMacGregor Wealth Management
New York
$395K +$206K +696 +90%
BWM
1909
Birchcreek Wealth Management
Ohio
$394K -$31K -105 -7%
CCM
1910
Crew Capital Management
Ohio
$393K +$4.43K +15 +1%
DWM
1911
Drive Wealth Management
Utah
$393K -$10.3K -35 -2%
FNC
1912
First National Corp
Massachusetts
$392K – – –
JJBC
1913
James J. Burns & Company
New York
$391K – – –
CSPIA
1914
Cary Street Partners Investment Advisory
Virginia
$391K +$37.5K +127 +10%
OWM
1915
OneAscent Wealth Management
Alabama
$391K +$7.39K +25 +2%
HWA
1916
HHM Wealth Advisors
Tennessee
$391K – – –
EFM
1917
E Fund Management
China
$390K +$21K +71 +5%
TNA
1918
True North Advisors
Texas
$390K +$45.8K +155 +12%
AWM
1919
Austin Wealth Management
Texas
$388K +$23.4K +79 +6%
AWM
1920
Aprio Wealth Management
Georgia
$388K +$99K +335 +30%
ECAM
1921
East Coast Asset Management
Massachusetts
$388K – – –
SHJ
1922
Sharkey, Howes & Javer
Colorado
$387K -$280K -946 -40%
FA
1923
Financial Advisors
Massachusetts
$387K – – –
PG
1924
Patten Group
Tennessee
$387K +$6.8K +23 +2%
CF
1925
Centaurus Financial
California
$387K -$49.4K -167 -10%
75 76
77
78 79