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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1951
Encompass Wealth Advisors
Oregon
$273K +$2.32K +10 +0.9%
MIM
1952
Montgomery Investment Management
Maryland
$272K – – –
BSSFA
1953
Baron Silver Stevens Financial Advisors
Florida
$272K -$30.8K -133 -10%
AWAU
1954
Alliance Wealth Advisors (Utah)
Utah
$272K +$6.72K +29 +3%
VCM
1955
Virtue Capital Management
Tennessee
$271K -$48.6K -210 -16%
HI
1956
Humankind Investments
New York
$270K -$13K -56 -5%
PCMC
1957
Private Capital Management (Colorado)
Colorado
$270K +$3.01K +13 +1%
LCWP
1958
Legacy Capital Wealth Partners
Arkansas
$270K -$22K -95 -8%
1WM
1959
1900 Wealth Management
Texas
$270K – – –
SMWM
1960
Silvia McColl Wealth Management
California
$270K – – –
ODIJL
1961
One Day In July LLC
Vermont
$270K +$10.7K +46 +4%
BEW
1962
Burton Enright Welch
California
$269K -$24.5K -106 -8%
JJBC
1963
James J. Burns & Company
New York
$268K +$268K +1,159 New
DDC
1964
DF Dent & Co
Maryland
$267K – – –
FCA
1965
FLC Capital Advisors
California
$267K – – –
RPWA
1966
Regent Peak Wealth Advisors
Georgia
$267K +$926 +4 +0.3%
AGWCA
1967
Annis Gardner Whiting Capital Advisors
Florida
$267K +$6.25K +27 +2%
TNA
1968
True North Advisors
Texas
$266K – – –
TIM
1969
Tortoise Investment Management
New York
$266K – – –
WRM
1970
Weybosset Research & Management
Rhode Island
$266K – – –
CFO
1971
CVA Family Office
Colorado
$266K +$3.24K +14 +1%
EA
1972
Everpar Advisors
Oklahoma
$266K +$31.7K +137 +14%
MCM
1973
Mendel Capital Management
Arkansas
$264K +$695 +3 +0.3%
VFA
1974
Voya Financial Advisors
Connecticut
$264K +$7.41K +32 +3%
BL
1975
Balentine LLC
Georgia
$264K -$1.34M -5,769 -84%
77 78
79
80 81