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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1926
MJP Associates
Connecticut
$346K -$12K -48 -4%
BOPW
1927
Brandywine Oak Private Wealth
Pennsylvania
$346K – – –
BFG
1928
Bouchey Financial Group
New York
$345K -$76.4K -307 -19%
SAA
1929
Southeast Asset Advisors
Georgia
$345K +$747 +3 +0.2%
SWM
1930
Stockman Wealth Management
Montana
$344K -$1.49K -6 -0.5%
EPP
1931
ETF Portfolio Partners
Kansas
$344K – – –
LJHT
1932
Laurie J. Hall Trustee
$343K -$9.96K -40 -3%
VA
1933
Valmark Advisers
Ohio
$343K -$8.22K -33 -3%
TIM
1934
Tortoise Investment Management
New York
$342K +$28.1K +113 +10%
MF
1935
Manchester Financial
California
$341K -$1.74K -7 -0.6%
BP
1936
BBR Partners
New York
$340K -$14.2K -57 -4%
EC
1937
EntryPoint Capital
New York
$340K -$3.98K -16 -1%
EGA
1938
E&G Advisors
Texas
$339K +$249 +1 +0.1%
OWA
1939
One Wealth Advisors
California
$339K +$1.25K +5 +0.4%
TLA
1940
Tanglewood Legacy Advisors
Texas
$338K – – –
RIA
1941
Regal Investment Advisors
Michigan
$337K -$99.4K -399 -24%
BSAM
1942
Blue Square Asset Management
New York
$336K – – –
BTWM
1943
Brass Tax Wealth Management
Ohio
$336K +$309K +1,239 New
AWM
1944
Austin Wealth Management
Texas
$334K – – –
NFG
1945
Nations Financial Group
Iowa
$334K +$86.4K +347 +39%
TFF
1946
The Family Firm
Maryland
$333K +$11.7K +47 +4%
GGI
1947
Godsey & Gibb Inc
Virginia
$333K +$10.2K +41 +3%
KFA
1948
Kapstone Financial Advisors
Ohio
$333K – – –
HBT
1949
Heartland Bank & Trust
Illinois
$332K +$1.25K +5 +0.4%
KFI
1950
Key Financial Inc
Pennsylvania
$331K +$2.24K +9 +0.7%
76 77
78
79 80