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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2126
Capital Advisors Ltd
Ohio
$438K -$7.36K -23 -2%
VWM
2127
Vigilare Wealth Management
Arizona
$437K – – –
RA
2128
Range Advisory
Virginia
$436K +$96.4K +301 +30%
AP
2129
Anchyra Partners
Georgia
$436K +$28.2K +88 +7%
SAA
2130
Southeast Asset Advisors
Georgia
$436K +$961 +3 +0.2%
SSA
2131
Shepherd Street Advisors
California
$436K +$5.12K +16 +1%
BCM
2132
BTC Capital Management
Iowa
$434K – – –
TF
2133
Trek Financial
Arizona
$434K +$154K +482 +60%
NFG
2134
Nadler Financial Group
Illinois
$433K +$33.3K +104 +9%
SFG
2135
Shum Financial Group
California
$433K -$21.5K -67 -5%
4WM
2136
4J Wealth Management
Virginia
$432K – – –
FFBTD
2137
First Financial Bank - Trust Division
Ohio
$431K – – –
EGA
2138
E&G Advisors
Texas
$431K +$32K +100 +9%
EPP
2139
ETF Portfolio Partners
Kansas
$429K – – –
LW
2140
Libra Wealth
California
$429K +$4.16K +13 +1%
PPWM
2141
PFG Private Wealth Management
Florida
$428K +$29.8K +93 +8%
MIM
2142
Merrion Investment Management
New Jersey
$428K -$48K -150 -11%
SAM
2143
Summit Asset Management
Tennessee
$428K – – –
ITG
2144
Index Technologies Group
New York
$427K +$5.12K +16 +1%
KFS
2145
Kaizen Financial Strategies
California
$427K -$37.8K -118 -9%
BEW
2146
Burton Enright Welch
California
$427K -$83.2K -260 -17%
FA
2147
Fagan Associates
New York
$426K -$4.8K -15 -1%
MCM
2148
Mainstream Capital Management
California
$426K – – –
TCOTS
2149
Trust Company of the South
North Carolina
$426K – – –
APFP
2150
Action Point Financial Planning
Michigan
$424K +$405K +1,264 New
84 85
86
87 88