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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1951
CVA Family Office
Colorado
$258K +$8.71K +42 +4%
GFPC
1952
Global Financial Private Client
Florida
$258K – – –
HI
1953
Hudock Inc
Pennsylvania
$258K – – –
WCM
1954
Wedge Capital Management
North Carolina
$257K -$9.33K -45 -4%
AGWCA
1955
Annis Gardner Whiting Capital Advisors
Florida
$256K +$136K +655 +140%
VFA
1956
Voya Financial Advisors
Connecticut
$256K -$32.1K -155 -12%
BSHC
1957
Breed's Hill Capital
Massachusetts
$256K – – –
DWA
1958
Delap Wealth Advisory
Oregon
$255K +$232K +1,121 New
ODIJL
1959
One Day In July LLC
Vermont
$255K -$15.6K -75 -6%
IFU
1960
iSAM Funds (UK)
United Kingdom
$255K +$232K +1,118 New
MHR
1961
Matthew Hamilton Rosenberg
$254K -$4.98K -24 -2%
SMWM
1962
Silvia McColl Wealth Management
California
$254K – – –
DFA
1963
Delta Financial Advisors
Louisiana
$253K – – –
CMS
1964
Capital Market Strategies
Florida
$253K +$1.66K +8 +0.7%
OPPS
1965
Obsidian Personal Planning Solutions
Maryland
$252K +$223K +1,077 New
FAM
1966
Fenimore Asset Management
New York
$252K – – –
RP
1967
Reinhart Partners
Wisconsin
$250K – – –
SG
1968
StoneX Group
New York
$249K -$166K -800 -42%
TC
1969
Truvestments Capital
Florida
$249K +$26.7K +129 +13%
RIP
1970
RAM Investment Partners
Washington
$248K +$226K +1,089 New
GFP
1971
Gryphon Financial Partners
Ohio
$248K -$27K -130 -11%
PCMC
1972
Paragon Capital Management (Colorado)
Colorado
$247K – – –
CGFA
1973
Colton Groome Financial Advisors
North Carolina
$247K – – –
GJIA
1974
Glass Jacobson Investment Advisors
Maryland
$247K – – –
HFS
1975
Howard Financial Services
Texas
$247K +$225K +1,085 New
77 78
79
80 81