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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
1951
Alliance Wealth Advisors (Utah)
Utah
$260K +$11.2K +54 +5%
MCM
1952
Mendel Capital Management
Arkansas
$259K – – –
CG
1953
Clifford Group
Massachusetts
$259K – – –
WFI
1954
West Family Investments
California
$258K +$235K +1,135 New
CFO
1955
CVA Family Office
Colorado
$258K +$8.71K +42 +4%
GFPC
1956
Global Financial Private Client
Florida
$258K – – –
HI
1957
Hudock Inc
Pennsylvania
$258K – – –
WCM
1958
Wedge Capital Management
North Carolina
$257K -$9.33K -45 -4%
AGWCA
1959
Annis Gardner Whiting Capital Advisors
Florida
$256K +$136K +655 +140%
VFA
1960
Voya Financial Advisors
Connecticut
$256K -$32.1K -155 -12%
BSHC
1961
Breed's Hill Capital
Massachusetts
$256K – – –
DWA
1962
Delap Wealth Advisory
Oregon
$255K +$232K +1,121 New
ODIJL
1963
One Day In July LLC
Vermont
$255K -$15.6K -75 -6%
IFU
1964
iSAM Funds (UK)
United Kingdom
$255K +$232K +1,118 New
MHR
1965
Matthew Hamilton Rosenberg
$254K -$4.98K -24 -2%
SMWM
1966
Silvia McColl Wealth Management
California
$254K – – –
DFA
1967
Delta Financial Advisors
Louisiana
$253K – – –
CMS
1968
Capital Market Strategies
Florida
$253K +$1.66K +8 +0.7%
OPPS
1969
Obsidian Personal Planning Solutions
Maryland
$252K +$223K +1,077 New
FAM
1970
Fenimore Asset Management
New York
$252K – – –
RP
1971
Reinhart Partners
Wisconsin
$250K – – –
SG
1972
StoneX Group
New York
$249K -$166K -800 -42%
TC
1973
Truvestments Capital
Florida
$249K +$26.7K +129 +13%
RIP
1974
RAM Investment Partners
Washington
$248K +$226K +1,089 New
GFP
1975
Gryphon Financial Partners
Ohio
$248K -$27K -130 -11%
77 78
79
80 81