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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1926
City State Bank
Iowa
$288K – – –
EP
1927
Edgestream Partners
New Jersey
$288K -$3.26M -14,074 -92%
BSAM
1928
Blue Square Asset Management
New York
$287K – – –
KLCM
1929
KG&L Capital Management
Louisiana
$287K +$287K +1,240 New
MW
1930
Maia Wealth
Colorado
$286K +$272K +1,173 New
HPM
1931
Hoxton Planning & Management
West Virginia
$286K +$1.16K +5 +0.4%
NWM
1932
Northwest Wealth Management
Iowa
$286K +$1.62K +7 +0.6%
KFA
1933
Kapstone Financial Advisors
Ohio
$284K -$18.1K -78 -6%
GFP
1934
Gryphon Financial Partners
Ohio
$284K +$31.3K +135 +12%
CF
1935
Centaurus Financial
California
$283K +$232 +1 +0.1%
HWA
1936
Heartwood Wealth Advisors
Virginia
$283K – – –
HBT
1937
Heartland Bank & Trust
Illinois
$282K – – –
1IA
1938
1620 Investment Advisors
Massachusetts
$282K +$283K +1,220 New
WMP
1939
Wealth Management Partners
Arizona
$282K +$232 +1 +0.1%
MC
1940
Middleton & Co
Massachusetts
$282K -$11.6K -50 -4%
FCM
1941
Firestone Capital Management
Florida
$281K – – –
YDMI
1942
Y.D. More Investments
Israel
$281K +$87.1K +376 +45%
KFI
1943
Key Financial Inc
Pennsylvania
$281K – – –
MAWA
1944
Moss Adams Wealth Advisors
Washington
$281K +$61.4K +265 +28%
SOW
1945
State of Wyoming
Wyoming
$279K -$21.8K -94 -7%
CMS
1946
Capital Market Strategies
Florida
$278K +$21.1K +91 +8%
OFG
1947
Omega Financial Group
California
$278K – – –
MWM
1948
Merriman Wealth Management
Washington
$276K -$9.96K -43 -3%
GGI
1949
Godsey & Gibb Inc
Virginia
$275K -$35K -151 -11%
TFF
1950
The Family Firm
Maryland
$274K +$695 +3 +0.3%
76 77
78
79 80