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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1951
Strategy Asset Managers
California
$601K +$12.2K +34 +2%
PWS
1952
Peterson Wealth Services
Utah
$599K -$154K -429 -21%
SWM
1953
Silverlake Wealth Management
Vermont
$598K -$5.01K -14 -0.9%
OL
1954
OneFund LLC
Florida
$598K +$28.3K +79 +5%
KWM
1955
Keebeck Wealth Management
Illinois
$598K +$93K +260 +19%
CPIA
1956
Cornell Pochily Investment Advisors
New York
$597K +$716 +2 +0.1%
A
1957
AlphaQuest
New York
$596K +$103K +288 +22%
CWM
1958
Centric Wealth Management
Illinois
$596K +$53.7K +150 +10%
FFA
1959
Fragasso Financial Advisors
Pennsylvania
$594K -$3.22K -9 -0.6%
PAM
1960
Paradigm Asset Management
New York
$592K – – –
KPWG
1961
KFA Private Wealth Group
Virginia
$591K +$3.22K +9 +0.6%
ESC
1962
Eurizon SLJ Capital
$591K +$572K +1,598 New
ACM
1963
Allred Capital Management
Texas
$590K +$716 +2 +0.1%
CPC
1964
Consolidated Planning Corp
Georgia
$587K +$44.4K +124 +8%
LCM
1965
Logan Capital Management
Pennsylvania
$587K +$519K +1,451 +1,075%
RWP
1966
Ridgecrest Wealth Partners
California
$584K -$104K -291 -16%
WCM
1967
Windsor Capital Management
Arizona
$583K +$36.1K +101 +7%
FAL
1968
Focused Alpha LLC
Colorado
$582K +$563K +1,572 New
CAM
1969
CPA Asset Management
Florida
$582K +$563K +1,572 New
FCM
1970
Fairbanks Capital Management
California
$581K -$89.8K -251 -14%
APIM
1971
Agate Pass Investment Management
Washington
$581K – – –
HWP
1972
Hibernia Wealth Partners
Louisiana
$579K +$560K +1,566 New
ICP
1973
Impact Capital Partners
Colorado
$579K +$6.08K +17 +1%
MWM
1974
MinichMacGregor Wealth Management
New York
$578K +$62.3K +174 +13%
BAM
1975
Blueshift Asset Management
New Jersey
$577K -$694K -1,940 -55%
77 78
79
80 81