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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1951
Heartwood Wealth Advisors
Virginia
$331K – – –
WMP
1952
Wealth Management Partners
Arizona
$331K – – –
MC
1953
Middleton & Co
Massachusetts
$331K – – –
HIIFS
1954
Harel Insurance Investments & Financial Services
Israel
$330K -$62.3K -250 -17%
FCM
1955
Firestone Capital Management
Florida
$330K – – –
MCC
1956
Money Concepts Capital
Florida
$328K +$23.7K +95 +9%
CSB
1957
City State Bank
Iowa
$328K -$8.71K -35 -3%
HCP
1958
Hexagon Capital Partners
Arkansas
$327K -$27.6K -111 -8%
OFG
1959
Omega Financial Group
California
$325K – – –
VBFG
1960
Vishria Bird Financial Group
Tennessee
$325K +$298K +1,197 New
HPM
1961
Hoxton Planning & Management
West Virginia
$325K -$8.96K -36 -3%
HI
1962
Humankind Investments
New York
$324K +$6.47K +26 +2%
MCM
1963
Mendel Capital Management
Arkansas
$324K +$12.9K +52 +5%
CMS
1964
Capital Market Strategies
Florida
$324K -$2.24K -9 -0.7%
FAM
1965
Formidable Asset Management
Ohio
$323K -$91.4K -367 -24%
AWAU
1966
Alliance Wealth Advisors (Utah)
Utah
$322K +$3.24K +13 +1%
NWM
1967
Northwest Wealth Management
Iowa
$320K -$13.2K -53 -4%
EWA
1968
Encompass Wealth Advisors
Oregon
$320K – – –
SEA
1969
Stegent Equity Advisors
Texas
$319K +$293K +1,178 New
NFG
1970
Nadler Financial Group
Illinois
$319K +$27.4K +110 +10%
MIM
1971
Montgomery Investment Management
Maryland
$319K – – –
ODIJL
1972
One Day In July LLC
Vermont
$319K +$2.74K +11 +0.9%
RPWA
1973
Regent Peak Wealth Advisors
Georgia
$319K +$5.23K +21 +2%
AIA
1974
Alera Investment Advisors
Illinois
$318K -$17.9K -72 -6%
BSSFA
1975
Baron Silver Stevens Financial Advisors
Florida
$318K – – –
77 78
79
80 81