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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1951
The Family Firm
Maryland
$333K +$11.7K +47 +4%
GGI
1952
Godsey & Gibb Inc
Virginia
$333K +$10.2K +41 +3%
KFA
1953
Kapstone Financial Advisors
Ohio
$333K – – –
HBT
1954
Heartland Bank & Trust
Illinois
$332K +$1.25K +5 +0.4%
KFI
1955
Key Financial Inc
Pennsylvania
$331K +$2.24K +9 +0.7%
HWA
1956
Heartwood Wealth Advisors
Virginia
$331K – – –
WMP
1957
Wealth Management Partners
Arizona
$331K – – –
MC
1958
Middleton & Co
Massachusetts
$331K – – –
HIIFS
1959
Harel Insurance Investments & Financial Services
Israel
$330K -$62.3K -250 -17%
FCM
1960
Firestone Capital Management
Florida
$330K – – –
MCC
1961
Money Concepts Capital
Florida
$328K +$23.7K +95 +9%
CSB
1962
City State Bank
Iowa
$328K -$8.71K -35 -3%
HCP
1963
Hexagon Capital Partners
Arkansas
$327K -$27.6K -111 -8%
OFG
1964
Omega Financial Group
California
$325K – – –
VBFG
1965
Vishria Bird Financial Group
Tennessee
$325K +$298K +1,197 New
HPM
1966
Hoxton Planning & Management
West Virginia
$325K -$8.96K -36 -3%
HI
1967
Humankind Investments
New York
$324K +$6.47K +26 +2%
MCM
1968
Mendel Capital Management
Arkansas
$324K +$12.9K +52 +5%
CMS
1969
Capital Market Strategies
Florida
$324K -$2.24K -9 -0.7%
FAM
1970
Formidable Asset Management
Ohio
$323K -$91.4K -367 -24%
AWAU
1971
Alliance Wealth Advisors (Utah)
Utah
$322K +$3.24K +13 +1%
NWM
1972
Northwest Wealth Management
Iowa
$320K -$13.2K -53 -4%
EWA
1973
Encompass Wealth Advisors
Oregon
$320K – – –
SEA
1974
Stegent Equity Advisors
Texas
$319K +$293K +1,178 New
NFG
1975
Nadler Financial Group
Illinois
$319K +$27.4K +110 +10%
77 78
79
80 81