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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1926
Arcataur Capital Management
Wisconsin
$621K -$3.58K -10 -0.6%
AF
1927
Apollon Financial
South Carolina
$620K +$41.9K +117 +8%
OA
1928
Oxbow Advisors
Texas
$619K – – –
M
1929
MOTCO
Texas
$617K – – –
VNA
1930
Valley National Advisers
Pennsylvania
$615K +$69.1K +193 +13%
KFS
1931
Kaizen Financial Strategies
California
$614K -$29K -81 -5%
NRI
1932
NFP Retirement Inc
California
$614K +$2.15K +6 +0.4%
OLA
1933
Oliver Luxxe Assets
New Jersey
$614K -$151K -423 -20%
CSPIA
1934
Cary Street Partners Investment Advisory
Virginia
$612K -$31.1K -87 -5%
TW
1935
Tempo Wealth
Ohio
$610K +$590K +1,649 New
AWA
1936
Acorn Wealth Advisors
Michigan
$608K +$716 +2 +0.1%
BNA
1937
BankChampaign National Association
Illinois
$607K +$587K +1,641 New
BMWM
1938
Brown Miller Wealth Management
Virginia
$607K -$2.15K -6 -0.4%
TWP
1939
Tyche Wealth Partners
Texas
$605K +$358 +1 +0.1%
HWA
1940
HCR Wealth Advisors
California
$604K +$23.6K +66 +4%
PE
1941
PCM Encore
Colorado
$604K +$584K +1,631 New
TC
1942
Trilogy Capital
California
$603K -$11.1K -31 -2%
CA
1943
CSM Advisors
Pennsylvania
$603K -$2.83M -7,900 -83%
HWMO
1944
Heritage Wealth Management (Ohio)
Ohio
$603K -$40.4K -113 -6%
FM
1945
Foster & Motley
Ohio
$602K -$8.95K -25 -2%
FWIA
1946
Fort Washington Investment Advisors
Ohio
$602K +$25.8K +72 +5%
CHC
1947
City Holding Co
West Virginia
$602K +$10.7K +30 +2%
RIM
1948
Rockbridge Investment Management
New York
$601K +$3.58K +10 +0.6%
SAM
1949
Strategy Asset Managers
California
$601K +$12.2K +34 +2%
PWS
1950
Peterson Wealth Services
Utah
$599K -$154K -429 -21%
76 77
78
79 80