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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
1901
First Business Financial Services
Wisconsin
$468K – – –
WPW
1902
Waldron Private Wealth
Pennsylvania
$468K -$5.35K -19 -1%
CCM
1903
Crew Capital Management
Ohio
$466K – – –
VNA
1904
Valley National Advisers
Pennsylvania
$464K +$39.7K +141 +11%
JJBC
1905
James J. Burns & Company
New York
$463K -$563 -2 -0.1%
AWM
1906
Aprio Wealth Management
Georgia
$463K +$2.53K +9 +0.6%
DWM
1907
Drive Wealth Management
Utah
$462K -$3.66K -13 -0.9%
C
1908
Certuity
Florida
$461K +$9.01K +32 +2%
CP
1909
CenterBook Partners
Connecticut
$461K -$6.33M -22,474 -94%
FOA
1910
Five Oceans Advisors
California
$461K +$8.16K +29 +2%
ECAM
1911
East Coast Asset Management
Massachusetts
$460K – – –
FA
1912
Financial Advisors
Massachusetts
$459K – – –
MW
1913
Maia Wealth
Colorado
$459K -$11.8K -42 -3%
SCA
1914
Sandy Cove Advisors
Massachusetts
$457K +$22.2K +79 +6%
EGWAG
1915
Elwood & Goetz Wealth Advisory Group
Georgia
$456K +$88.7K +315 +28%
OL
1916
Optas LLC
Texas
$456K +$11K +39 +3%
SDAM
1917
Shulman DeMeo Asset Management
New York
$455K -$37.2K -132 -8%
CPC
1918
Consolidated Planning Corp
Georgia
$455K – – –
HWA
1919
Heritage Wealth Advisors
Virginia
$455K – – –
TNAM
1920
Terra Nova Asset Management
New York
$454K +$1.13K +4 +0.3%
CWM
1921
Centric Wealth Management
Illinois
$452K -$4.22K -15 -1%
FWM
1922
Forza Wealth Management
Florida
$452K – – –
MIM
1923
Merrion Investment Management
New Jersey
$452K – – –
EFM
1924
E Fund Management
China
$450K -$11K -39 -3%
TIM
1925
Tortoise Investment Management
New York
$449K +$111K +395 +39%
75 76
77
78 79