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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1951
Allred Capital Management
Texas
$564K +$961 +3 +0.2%
MTIC
1952
Missouri Trust & Investment Company
Missouri
$564K – – –
BFM
1953
Boothbay Fund Management
New York
$561K +$256K +800 +93%
AF
1954
Apollon Financial
South Carolina
$560K -$8K -25 -1%
SMA
1955
Seven Mile Advisory
New Jersey
$560K -$242K -757 -31%
TC
1956
Trilogy Capital
California
$559K +$17.3K +54 +3%
TCM
1957
Triumph Capital Management
Colorado
$558K -$654K -2,043 -55%
CCWM
1958
Cassaday & Co Wealth Management
Virginia
$557K -$18.9K -59 -3%
FM
1959
Foster & Motley
Ohio
$557K +$8.96K +28 +2%
AWA
1960
Acorn Wealth Advisors
Michigan
$556K -$320 -1 -0.1%
AA
1961
Ancora Advisors
Ohio
$556K -$78.1K -244 -13%
AA
1962
Acorns Advisers
California
$555K +$34.6K +108 +7%
BMWM
1963
Brown Miller Wealth Management
Virginia
$555K – – –
PWS
1964
Peterson Wealth Services
Utah
$555K +$6.4K +20 +1%
SCA
1965
Sandy Cove Advisors
Massachusetts
$555K +$47.4K +148 +10%
KLI
1966
Kelman-Lazarov Inc
Tennessee
$554K -$6.08K -19 -1%
W
1967
Wealthquest
Ohio
$554K -$137K -428 -21%
SAM
1968
Strategy Asset Managers
California
$553K +$11.2K +35 +2%
TWP
1969
Tyche Wealth Partners
Texas
$553K +$320 +1 +0.1%
OLA
1970
Oliver Luxxe Assets
New Jersey
$553K -$320 -1 -0.1%
SWM
1971
Silverlake Wealth Management
Vermont
$553K +$13.1K +41 +3%
SC
1972
Schubert & Co
Texas
$552K +$4.48K +14 +0.9%
CWA
1973
Crusonia Wealth Advisors
Colorado
$551K +$7.68K +24 +1%
RIM
1974
Rockbridge Investment Management
New York
$550K +$3.84K +12 +0.7%
CHC
1975
City Holding Co
West Virginia
$549K – – –
77 78
79
80 81