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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1901
Brasada Capital Management
Texas
$404K +$443K +1,500 New
OL
1902
OneFund LLC
Florida
$403K +$1.77K +6 +0.4%
WAM
1903
Walker Asset Management
Missouri
$402K +$887 +3 +0.2%
WPW
1904
Waldron Private Wealth
Pennsylvania
$400K -$1.24M -4,198 -74%
FFA
1905
Fragasso Financial Advisors
Pennsylvania
$399K +$8.28K +28 +2%
WCA
1906
Westover Capital Advisors
Delaware
$399K +$18.3K +62 +4%
DAM
1907
Delta Asset Management
Tennessee
$398K – – –
AA
1908
Aire Advisors
California
$398K -$37.5K -127 -8%
SIMG
1909
Sonora Investment Management Group
Arizona
$397K +$181K +613 +71%
VA
1910
Valmark Advisers
Ohio
$396K -$35.2K -119 -7%
FBFS
1911
First Business Financial Services
Wisconsin
$395K – – –
MWM
1912
MinichMacGregor Wealth Management
New York
$395K +$206K +696 +90%
BWM
1913
Birchcreek Wealth Management
Ohio
$394K -$31K -105 -7%
CCM
1914
Crew Capital Management
Ohio
$393K +$4.43K +15 +1%
DWM
1915
Drive Wealth Management
Utah
$393K -$10.3K -35 -2%
FNC
1916
First National Corp
Massachusetts
$392K – – –
JJBC
1917
James J. Burns & Company
New York
$391K – – –
CSPIA
1918
Cary Street Partners Investment Advisory
Virginia
$391K +$37.5K +127 +10%
OWM
1919
OneAscent Wealth Management
Alabama
$391K +$7.39K +25 +2%
HWA
1920
HHM Wealth Advisors
Tennessee
$391K – – –
EFM
1921
E Fund Management
China
$390K +$21K +71 +5%
TNA
1922
True North Advisors
Texas
$390K +$45.8K +155 +12%
AWM
1923
Austin Wealth Management
Texas
$388K +$23.4K +79 +6%
AWM
1924
Aprio Wealth Management
Georgia
$388K +$99K +335 +30%
ECAM
1925
East Coast Asset Management
Massachusetts
$388K – – –
75 76
77
78 79