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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BSAM
2051
Blue Square Asset Management
New York
$412K – – –
CAM
2052
Claret Asset Management
Quebec, Canada
$410K -$4.77K -15 -1%
KFI
2053
Key Financial Inc
Pennsylvania
$410K +$7.95K +25 +2%
RA
2054
Ruggaard & Associates
Ohio
$409K – – –
CS
2055
Capital Square
Tennessee
$408K +$954 +3 +0.2%
1WM
2056
1900 Wealth Management
Texas
$407K – – –
RPWA
2057
Regent Peak Wealth Advisors
Georgia
$407K +$390K +1,226 New
BPCE
2058
Bank Pictet & Cie (Europe)
Germany
$407K -$229K -720 -37%
BFG
2059
Bouchey Financial Group
New York
$407K – – –
FCM
2060
Firestone Capital Management
Florida
$407K – – –
RSVP
2061
Ramsay Stattman Vela & Price
Colorado
$407K – – –
HPM
2062
Hoxton Planning & Management
West Virginia
$406K -$10.5K -33 -3%
CSB
2063
City State Bank
Iowa
$406K – – –
AIM
2064
Advyzon Investment Management
Illinois
$406K +$31.2K +98 +9%
PGAM
2065
Princeton Global Asset Management
New Jersey
$405K +$31.8K +100 +9%
WQ
2066
Wealth Quarterback
New Jersey
$404K +$5.09K +16 +1%
MHC
2067
May Hill Capital
Massachusetts
$404K +$12.4K +39 +3%
HWA
2068
HHM Wealth Advisors
Tennessee
$404K +$1.91K +6 +0.5%
MF
2069
Manchester Financial
California
$401K -$15.9K -50 -4%
SMWM
2070
Silvia McColl Wealth Management
California
$401K – – –
VFA
2071
Voya Financial Advisors
Connecticut
$401K -$4.13K -13 -1%
OFG
2072
Omega Financial Group
California
$399K – – –
LSWP
2073
Liberty Square Wealth Partners
Pennsylvania
$396K – – –
VCM
2074
Vivaldi Capital Management
Illinois
$396K +$8.59K +27 +2%
AWA
2075
AGH Wealth Advisors
Kansas
$395K +$6.36K +20 +2%
81 82
83
84 85