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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
2101
17 Capital Partners
Arizona
$406K – – –
SN
2102
Sittner & Nelson
Oregon
$406K – – –
EHAM
2103
Eagle Harbor Asset Management
Washington
$406K – – –
LOWM
2104
Laurel Oak Wealth Management
New Jersey
$405K +$21.8K +65 +5%
WG
2105
Wealth Group
North Carolina
$404K +$16.8K +50 +4%
WP
2106
WealthShield Partners
North Carolina
$404K +$1.68K +5 +0.4%
HFRG
2107
Houlihan Financial Resource Group
Virginia
$404K – – –
MBC
2108
Michael Brady & Co
Ohio
$404K – – –
APWA
2109
Atlas Private Wealth Advisors
New Jersey
$404K -$20.5K -61 -4%
WCFA
2110
Walkner Condon Financial Advisors
Wisconsin
$403K -$58K -173 -11%
PA
2111
Planning Alternatives
Michigan
$402K +$80.1K +239 +22%
OIS
2112
OneAscent Investment Solutions
Alabama
$400K +$335 +1 +0.1%
T
2113
TrustBank
Illinois
$399K – – –
CAL
2114
Capital Advisors Ltd
Ohio
$399K – – –
KFAS
2115
Keating Financial Advisory Services
Kansas
$399K -$795K -2,371 -64%
PGAM
2116
Princeton Global Asset Management
New Jersey
$398K +$36.5K +109 +9%
TIM
2117
Tortoise Investment Management
New York
$397K +$13.1K +39 +3%
KP
2118
Kitching Partners
Pennsylvania
$396K +$40.2K +120 +10%
MFPI
2119
Midwest Financial Partners Investments
Minnesota
$395K +$62K +185 +16%
HKAM
2120
Horizon Kinetics Asset Management
New York
$395K +$212K +631 +93%
MPIA
2121
Mountain Pacific Investment Advisers
Idaho
$395K -$67.1K -200 -13%
AFT
2122
Alpha Family Trust
California
$395K – – –
HAS
2123
HBW Advisory Services
California
$393K -$26.2K -78 -6%
RIA
2124
Regal Investment Advisors
Michigan
$393K -$56K -167 -11%
LWIC
2125
Leith Wheeler Investment Counsel
British Columbia, Canada
$393K – – –
83 84
85
86 87