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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1951
Forza Wealth Management
Florida
$470K – – –
MIM
1952
Merrion Investment Management
New Jersey
$470K – – –
BW
1953
BXM Wealth
Colorado
$470K +$191K +600 +74%
KOC
1954
Koss-Olinger Consulting
Florida
$469K -$9.54K -30 -2%
MCM
1955
Mendel Capital Management
Arkansas
$469K +$29.9K +94 +7%
RIA
1956
Regal Investment Advisors
Michigan
$468K +$103K +324 +30%
TIM
1957
Tortoise Investment Management
New York
$468K +$318 +1 +0.1%
NB
1958
Northwest Bancshares
Pennsylvania
$468K -$31.8K -100 -7%
JSSH
1959
J. Safra Sarasin Holding
$467K -$21.3K -67 -5%
WCA
1960
Westover Capital Advisors
Delaware
$465K -$26.1K -82 -6%
BCM
1961
Bayesian Capital Management
New York
$465K +$445K +1,400 New
XF
1962
XML Financial
Maryland
$464K -$63.6K -200 -13%
TNAM
1963
Terra Nova Asset Management
New York
$464K -$8.59K -27 -2%
APWA
1964
Atlas Private Wealth Advisors
New Jersey
$463K -$443K -1,392 -50%
KP
1965
Kitching Partners
Pennsylvania
$463K +$636 +2 +0.1%
LC
1966
LCNB Corp
Ohio
$462K -$31.8K -100 -7%
WTB
1967
Washington Trust Bank
Washington
$462K +$15.6K +49 +4%
XT
1968
XTX Topco
Cayman Islands
$461K +$442K +1,389 New
MWM
1969
MinichMacGregor Wealth Management
New York
$461K +$20.7K +65 +5%
FOA
1970
Five Oceans Advisors
California
$460K -$18.8K -59 -4%
AWAU
1971
Alliance Wealth Advisors (Utah)
Utah
$459K +$38.2K +120 +10%
HCA
1972
Hyperion Capital Advisors
New York
$458K – – –
WCFA
1973
Walkner Condon Financial Advisors
Wisconsin
$458K +$9.22K +29 +2%
BFM
1974
Boothbay Fund Management
New York
$457K +$437K +1,375 New
JWBC
1975
J.W. Burns & Co
New York
$455K +$6.68K +21 +2%
77 78
79
80 81