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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
1926
Gryphon Financial Partners
Ohio
$348K +$14.9K +60 +5%
WH
1927
Willner & Heller
California
$348K +$48.8K +196 +18%
KCM
1928
Kathmere Capital Management
Pennsylvania
$348K +$38.3K +154 +14%
CAL
1929
Capital Advisors Ltd
Ohio
$347K +$3.73K +15 +1%
4WM
1930
4J Wealth Management
Virginia
$347K – – –
MA
1931
MJP Associates
Connecticut
$346K -$12K -48 -4%
BOPW
1932
Brandywine Oak Private Wealth
Pennsylvania
$346K – – –
BFG
1933
Bouchey Financial Group
New York
$345K -$76.4K -307 -19%
SAA
1934
Southeast Asset Advisors
Georgia
$345K +$747 +3 +0.2%
SWM
1935
Stockman Wealth Management
Montana
$344K -$1.49K -6 -0.5%
EPP
1936
ETF Portfolio Partners
Kansas
$344K – – –
LJHT
1937
Laurie J. Hall Trustee
$343K -$9.96K -40 -3%
VA
1938
Valmark Advisers
Ohio
$343K -$8.22K -33 -3%
TIM
1939
Tortoise Investment Management
New York
$342K +$28.1K +113 +10%
MF
1940
Manchester Financial
California
$341K -$1.74K -7 -0.6%
BP
1941
BBR Partners
New York
$340K -$14.2K -57 -4%
EC
1942
EntryPoint Capital
New York
$340K -$3.98K -16 -1%
EGA
1943
E&G Advisors
Texas
$339K +$249 +1 +0.1%
OWA
1944
One Wealth Advisors
California
$339K +$1.25K +5 +0.4%
TLA
1945
Tanglewood Legacy Advisors
Texas
$338K – – –
RIA
1946
Regal Investment Advisors
Michigan
$337K -$99.4K -399 -24%
BSAM
1947
Blue Square Asset Management
New York
$336K – – –
BTWM
1948
Brass Tax Wealth Management
Ohio
$336K +$309K +1,239 New
AWM
1949
Austin Wealth Management
Texas
$334K – – –
NFG
1950
Nations Financial Group
Iowa
$334K +$86.4K +347 +39%
76 77
78
79 80