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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
2076
First Nebraska Trust
Nebraska
$221K – – –
HG
2077
Harbor Group
New Hampshire
$221K +$463 +2 +0.2%
PC
2078
Port Capital
Illinois
$220K -$62.5K -270 -22%
ABLA
2079
Alan B. Lancz & Associates
Ohio
$220K +$220K +950 New
OC
2080
Oarsman Capital
Wisconsin
$220K -$12.3K -53 -5%
MCCA
2081
Mill Creek Capital Advisors
Pennsylvania
$219K +$219K +947 New
ACA
2082
Ackerman Capital Advisors
Texas
$219K – – –
AFP
2083
Ausdal Financial Partners
Iowa
$218K +$926 +4 +0.4%
WDC
2084
Woodward Diversified Capital
California
$218K +$218K +942 New
CIAS
2085
Capital Investment Advisory Services
North Carolina
$218K -$1.62K -7 -0.7%
GPI
2086
General Partner Inc
Pennsylvania
$217K – – –
PPWM
2087
PFG Private Wealth Management
Florida
$216K -$1.62K -7 -0.7%
NFP
2088
Narus Financial Partners
Utah
$216K -$232 -1 -0.1%
RCG
2089
Ruane, Cunniff & Goldfarb
New York
$216K – – –
BWP
2090
Barlow Wealth Partners
Kentucky
$216K +$207K +895 New
FH
2091
FWG Holdings
Florida
$215K – – –
AGA
2092
Arkos Global Advisors
Texas
$215K -$274K -1,183 -56%
DCM
2093
Driehaus Capital Management
Illinois
$214K +$214K +924 New
WWM
2094
WT Wealth Management
Arizona
$214K – – –
EIA
2095
Edgemoor Investment Advisors
Maryland
$213K – – –
SFG
2096
SevenBridge Financial Group
Pennsylvania
$213K – – –
SC
2097
Stephenson & Company
California
$213K – – –
MPM
2098
Meritage Portfolio Management
Kansas
$210K – – –
PD
2099
Planning Directions
Pennsylvania
$210K +$463 +2 +0.2%
DOA
2100
D'Orazio & Associates
Virginia
$209K +$209K +904 New
82 83
84
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