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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1926
Callan Capital
California
$274K +$250K +1,204 New
CCP
1927
Carmel Capital Partners
California
$273K -$415 -2 -0.2%
BIM
1928
Bridges Investment Management
Nebraska
$273K -$10.4K -50 -4%
OFG
1929
Omega Financial Group
California
$273K – – –
SHGA
1930
Sand Hill Global Advisors
California
$273K -$11K -53 -4%
NAS
1931
Nicolet Advisory Services
Wisconsin
$272K +$256K +1,236 New
OAM
1932
Oxford Asset Management
United Kingdom
$269K +$245K +1,183 New
TFF
1933
The Family Firm
Maryland
$268K +$622 +3 +0.3%
OWM
1934
OneAscent Wealth Management
Alabama
$268K +$23.6K +114 +11%
VA
1935
Valmark Advisers
Ohio
$268K +$244K +1,177 New
NCM
1936
Novare Capital Management
North Carolina
$268K +$244K +1,177 New
MIM
1937
Montgomery Investment Management
Maryland
$268K – – –
CPSAC
1938
Chas P. Smith & Associates (CPS)
Florida
$267K +$7.67K +37 +3%
CCA
1939
Cottonwood Capital Advisors
Utah
$267K -$27.4K -132 -10%
EWA
1940
Encompass Wealth Advisors
Oregon
$266K -$12.4K -60 -5%
1WM
1941
1900 Wealth Management
Texas
$265K – – –
MCC
1942
Money Concepts Capital
Florida
$264K +$241K +1,161 New
DDC
1943
DF Dent & Co
Maryland
$263K -$415 -2 -0.2%
FCA
1944
FLC Capital Advisors
California
$263K – – –
PCMC
1945
Private Capital Management (Colorado)
Colorado
$263K +$239K +1,154 New
BWM
1946
Buckley Wealth Management
Nevada
$262K -$17.8K -86 -7%
RPWA
1947
Regent Peak Wealth Advisors
Georgia
$262K -$10.2K -49 -4%
TNA
1948
True North Advisors
Texas
$262K -$1.04K -5 -0.4%
SOS
1949
Silver Oak Securities
Tennessee
$262K -$207 -1 -0.1%
TIM
1950
Tortoise Investment Management
New York
$262K -$5.18K -25 -2%
76 77
78
79 80