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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2101
Tower Wealth Partners
Pennsylvania
$455K -$85.8K -268 -17%
TSMHT
2102
Thurston Springer Miller Herd & Titak
Indiana
$455K +$388K +1,213 +926%
1CP
2103
17 Capital Partners
Arizona
$454K – – –
EHAM
2104
Eagle Harbor Asset Management
Washington
$454K – – –
RWPA
2105
Richard W. Paul & Associates
Michigan
$453K -$39.7K -124 -8%
HPM
2106
Hoxton Planning & Management
West Virginia
$453K +$38.7K +121 +10%
PB
2107
Pinnacle Bancorp
Nebraska
$453K +$365K +1,140 +573%
SN
2108
Sittner & Nelson
Oregon
$453K -$1.6K -5 -0.4%
WMA
2109
Wealth Management Associates
New Jersey
$453K +$144K +450 +51%
APWA
2110
Atlas Private Wealth Advisors
New Jersey
$452K – – –
HFRG
2111
Houlihan Financial Resource Group
Virginia
$452K – – –
MBC
2112
Michael Brady & Co
Ohio
$452K – – –
GFPC
2113
Global Financial Private Client
Florida
$447K +$15.4K +48 +4%
MW
2114
Maia Wealth
Colorado
$445K +$17K +53 +4%
T
2115
TrustBank
Illinois
$443K -$3.2K -10 -0.8%
AAG
2116
Armstrong Advisory Group
Massachusetts
$443K -$15K -47 -3%
MFPI
2117
Midwest Financial Partners Investments
Minnesota
$442K – – –
HKAM
2118
Horizon Kinetics Asset Management
New York
$442K – – –
KFI
2119
Key Financial Inc
Pennsylvania
$442K -$14.7K -46 -3%
WQ
2120
Wealth Quarterback
New Jersey
$441K +$27.9K +87 +7%
AFT
2121
Alpha Family Trust
California
$441K – – –
NAMP
2122
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$440K – – –
FDDB
2123
Fidelity D&D Bancorp
Pennsylvania
$439K -$25K -78 -6%
WHG
2124
Westwood Holdings Group
Texas
$439K +$415K +1,297 New
CFG
2125
Carter Financial Group
Illinois
$438K -$24.3K -76 -6%
83 84
85
86 87