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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1951
Hyperion Capital Advisors
New York
$371K – – –
FFBTD
1952
First Financial Bank - Trust Division
Ohio
$370K +$1.48K +5 +0.4%
TTWM
1953
TCV Trust & Wealth Management
Virginia
$370K -$31K -105 -7%
BSHC
1954
Breed's Hill Capital
Massachusetts
$369K – – –
ISWM
1955
Independent Solutions Wealth Management
New York
$369K -$5.91K -20 -1%
1CP
1956
17 Capital Partners
Arizona
$368K – – –
LPT
1957
Legacy Private Trust
Wisconsin
$367K – – –
EWM
1958
EPG Wealth Management
Georgia
$366K +$35.8K +121 +10%
WCFA
1959
Walkner Condon Financial Advisors
Wisconsin
$365K +$10.6K +36 +3%
KA
1960
KLCM Advisors
Wisconsin
$365K – – –
HFRG
1961
Houlihan Financial Resource Group
Virginia
$365K – – –
CTA
1962
Colonial Trust Advisors
South Carolina
$365K – – –
EHAM
1963
Eagle Harbor Asset Management
Washington
$365K – – –
SCA
1964
Sandy Cove Advisors
Massachusetts
$364K -$13.9K -47 -3%
JWBC
1965
J.W. Burns & Co
New York
$363K – – –
NAMP
1966
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$363K – – –
OFG
1967
Oxford Financial Group
Indiana
$362K +$21.6K +73 +6%
SFG
1968
Shum Financial Group
California
$362K +$69.8K +236 +21%
AWP
1969
Accretive Wealth Partners
New Jersey
$360K +$121K +409 +45%
WP
1970
WealthShield Partners
North Carolina
$360K +$164K +556 +71%
NL
1971
NWAM LLC
Washington
$360K +$34.9K +118 +10%
TCOTS
1972
Trust Company of the South
North Carolina
$359K +$8.87K +30 +2%
OF
1973
Optimize Financial
California
$359K +$394K +1,334 New
PCWA
1974
Pacific Capital Wealth Advisors
California
$358K – – –
NSAM
1975
North Star Asset Management
Wisconsin
$358K +$5.32K +18 +1%
77 78
79
80 81