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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HTIM
1926
Harbour Trust & Investment Management
Indiana
$571K – – –
PE
1927
PCM Encore
Colorado
$569K -$54.1K -169 -9%
AWP
1928
Accretive Wealth Partners
New Jersey
$569K +$41.6K +130 +8%
TIM
1929
Thompson Investment Management
Wisconsin
$569K – – –
IIL
1930
Income Insurance Ltd
$568K – – –
NG
1931
Navigation Group
California
$567K – – –
OFO
1932
OneAscent Family Office
Alabama
$566K +$21.1K +66 +4%
M
1933
MOTCO
Texas
$566K +$3.84K +12 +0.7%
NRI
1934
NFP Retirement Inc
California
$566K +$5.12K +16 +1%
ZIG
1935
Zullo Investment Group
Pennsylvania
$565K -$7.68K -24 -1%
ACM
1936
Allred Capital Management
Texas
$564K +$961 +3 +0.2%
MTIC
1937
Missouri Trust & Investment Company
Missouri
$564K – – –
BFM
1938
Boothbay Fund Management
New York
$561K +$256K +800 +93%
AF
1939
Apollon Financial
South Carolina
$560K -$8K -25 -1%
SMA
1940
Seven Mile Advisory
New Jersey
$560K -$242K -757 -31%
TC
1941
Trilogy Capital
California
$559K +$17.3K +54 +3%
TCM
1942
Triumph Capital Management
Colorado
$558K -$654K -2,043 -55%
CCWM
1943
Cassaday & Co Wealth Management
Virginia
$557K -$18.9K -59 -3%
FM
1944
Foster & Motley
Ohio
$557K +$8.96K +28 +2%
AWA
1945
Acorn Wealth Advisors
Michigan
$556K -$320 -1 -0.1%
AA
1946
Ancora Advisors
Ohio
$556K -$78.1K -244 -13%
AA
1947
Acorns Advisers
California
$555K +$34.6K +108 +7%
BMWM
1948
Brown Miller Wealth Management
Virginia
$555K – – –
PWS
1949
Peterson Wealth Services
Utah
$555K +$6.4K +20 +1%
SCA
1950
Sandy Cove Advisors
Massachusetts
$555K +$47.4K +148 +10%
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78
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