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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2051
Shepherd Financial Partners
Massachusetts
$279K – – –
TFM
2052
TFC Financial Management
Massachusetts
$279K +$105K +423 +70%
FBT
2053
First Bankers Trust
Kentucky
$278K +$11.2K +45 +5%
MWM
2054
MinichMacGregor Wealth Management
New York
$278K +$255K +1,024 New
TPA
2055
Trivium Point Advisory
Connecticut
$278K +$240K +965 New
VCM
2056
Virtue Capital Management
Tennessee
$277K -$17.7K -71 -6%
CGA
2057
Crescent Grove Advisors
Illinois
$277K -$102K -409 -29%
SCM
2058
Stonebridge Capital Management
California
$277K – – –
SCM
2059
Saxony Capital Management
Missouri
$277K +$3.73K +15 +1%
TA
2060
TFB Advisors
Kansas
$276K +$3.24K +13 +1%
CFS
2061
CRA Financial Services
New Jersey
$276K – – –
IBOK
2062
Independence Bank of Kentucky
Kentucky
$275K -$6.22K -25 -2%
HWP
2063
Hibernia Wealth Partners
Louisiana
$275K -$7.97K -32 -3%
C
2064
Certuity
Florida
$274K -$25.1K -101 -9%
AHL
2065
Abel Hall LLC
Louisiana
$274K +$8.71K +35 +4%
BW
2066
BIP Wealth
Georgia
$273K +$6.22K +25 +3%
MAWCM
2067
Mine & Arao Wealth Creation & Management
California
$273K – – –
TCM
2068
Tang Capital Management
California
$271K – – –
AGP
2069
Autumn Glory Partners
Texas
$271K – – –
NED
2070
Nancy E. Dempze
$271K – – –
OSNBOA
2071
Old Second National Bank of Aurora
Illinois
$271K – – –
PCM
2072
Princeton Capital Management
New Jersey
$271K – – –
CM
2073
Crestline Management
Texas
$271K +$249K +1,000 New
CAM
2074
Close Asset Management
United Kingdom
$271K – – –
PWAM
2075
Pinnacle West Asset Management
Wyoming
$271K – – –
81 82
83
84 85