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American Express

AXP

Market cap $228B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1926	HFA 1926 HC Financial Advisors Lafayette, California	$12K	+$14K	+85	New
1927	DWMG 1927 DB Wealth Management Group San Diego, California	$11K	–	–	–
1928	OSNBOA 1928 Old Second National Bank of Aurora Aurora, Illinois	$10K	–	–	–
1929	RIM 1929 Rockbridge Investment Management Syracuse, New York	$9.29K	-$25.6K	-155	-70%
1930	CP 1930 Corbenic Partners Bethlehem, Pennsylvania	$9K	–	–	–
1931	AA 1931 Addison Advisors Middlebury, Vermont	$8K	-$28.2K	-171	-74%
1932	JWM 1932 Janiczek Wealth Management Denver, Colorado	$8K	-$991	-6	-10%
1933	AWM 1933 Activest Wealth Management Aventure, Florida	$8K	–	–	–
1934	ARIS 1934 Advanced Research Investment Solutions Los Angeles, California	$8K	–	–	–
1935	DI 1935 Disciplined Investments Tulsa, Oklahoma	$8K	+$661	+4	+8%
1936	ACM 1936 Antonetti Capital Management Naples, Florida	$7K	–	–	–
1937	PPWM 1937 PFG Private Wealth Management Lutz, Florida	$7K	–	–	–
1938	RG 1938 Retirement Group San Diego, California	$7K	–	–	–
1939	BI 1939 Bramshill Investments Naples, Florida	$7K	+$6.94K	+42	New
1940	MS 1940 Mizuho Securities Tokyo, Japan	$6K	-$165	-1	-3%
1941	HCM 1941 Horrell Capital Management Little Rock, Arkansas	$6K	–	–	–
1942	LS 1942 Leelyn Smith Geneva, Illinois	$6K	–	–	–
1943	TFGT 1943 TS Financial Group (TSFG) Lake Forest, Illinois	$6K	–	–	–
1944	CWM 1944 Curi Wealth Management Raleigh, North Carolina	$5K	-$15K	-91	-73%
1945	CWC 1945 Carolinas Wealth Consulting Charlotte, North Carolina	$5K	–	–	–
1946	SFG 1946 Steward Financial Group Colleyville, Texas	$5K	+$6.94K	+42	New
1947	HF 1947 Halpern Financial Ashburn, Virginia	$4.99K	–	–	–
1948	BWP 1948 Baldwin Wealth Partners Marion, Massachusetts	$4K	–	–	–
1949	GCM 1949 Gables Capital Management Miami, Florida	$4K	–	–	–
1950	IWP 1950 IAG Wealth Partners Waukesha, Wisconsin	$4K	–	–	–

American Express AXP Market cap $228B

American Express

AXP

Market cap $228B