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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2076
Financial Perspectives
Minnesota
$43.4K +$483 +3 +1%
WCM
2077
Winthrop Capital Management
Indiana
$43.1K +$37K +230 New
GA
2078
GoalVest Advisory
New York
$42K -$10.6K -66 -23%
GEA
2079
Glen Eagle Advisors
New Jersey
$39.5K -$3.06K -19 -8%
CAS
2080
Coppell Advisory Solutions
Texas
$39.2K +$19.2K +119 +132%
LFA
2081
LGT Financial Advisors
Texas
$38.8K -$805 -5 -2%
JGIA
2082
Jackson Grant Investment Advisers
Connecticut
$38K – – –
CCC
2083
Chelsea Counsel Company
California
$37.5K – – –
RCM
2084
Ravenstone Capital Management
$37.5K – – –
SA
2085
SRH Advisors
Kansas
$37.5K – – –
DWA
2086
Delos Wealth Advisors
Texas
$37.5K +$32.2K +200 New
TCG
2087
Transcendent Capital Group
Oklahoma
$37.5K +$32.2K +200 New
GKIM
2088
GW&K Investment Management
Massachusetts
$36K -$2.25K -14 -7%
RL
2089
Rogco LP
Oklahoma
$35K -$5.63K -35 -16%
DAC
2090
Dividend Assets Capital
South Carolina
$35K – – –
SFA
2091
Semmax Financial Advisors
North Carolina
$33.8K -$161 -1 -0.6%
MSG
2092
Main Street Group
Virginia
$32.2K +$27.5K +171 New
CAM
2093
Creekmur Asset Management
Illinois
$31.8K +$27.4K +170 New
CJ
2094
Caitlin John
Michigan
$31.7K +$27.2K +169 New
AFS
2095
Annapolis Financial Services
Maryland
$31.7K – – –
POIA
2096
Pin Oak Investment Advisors
Texas
$31K – – –
AWM
2097
Abound Wealth Management
Tennessee
$30.5K -$161 -1 -0.6%
WAM
2098
WFA Asset Management
Wisconsin
$30.1K +$25.9K +161 New
RA
2099
Rise Advisors
New York
$30K +$161 +1 +0.6%
PPC
2100
Park Place Capital
Alabama
$29.6K -$28.2K -175 -53%
82 83
84
85 86