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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2126
Summit Asset Management
Tennessee
$428K – – –
ITG
2127
Index Technologies Group
New York
$427K +$5.12K +16 +1%
KFS
2128
Kaizen Financial Strategies
California
$427K -$37.8K -118 -9%
BEW
2129
Burton Enright Welch
California
$427K -$83.2K -260 -17%
FA
2130
Fagan Associates
New York
$426K -$4.8K -15 -1%
MCM
2131
Mainstream Capital Management
California
$426K – – –
TCOTS
2132
Trust Company of the South
North Carolina
$426K – – –
APFP
2133
Action Point Financial Planning
Michigan
$424K +$405K +1,264 New
SFS
2134
Sharp Financial Services
Pennsylvania
$422K +$25.6K +80 +7%
PA
2135
ProCore Advisors
California
$421K -$2.88K -9 -0.7%
BWM
2136
Birchcreek Wealth Management
Ohio
$421K – – –
CC
2137
Cornerstone Capital
California
$420K – – –
CAI
2138
Capital Advisors Inc
Oklahoma
$420K -$362K -1,131 -48%
BSAM
2139
Blue Square Asset Management
New York
$419K – – –
SMC
2140
Smith, Moore & Co
Missouri
$419K -$11.2K -35 -3%
HW
2141
HORAN Wealth
Ohio
$419K -$16K -50 -4%
AWAG
2142
ARS Wealth Advisors Group
Florida
$419K +$3.84K +12 +1%
SWA
2143
SFMG Wealth Advisors
Texas
$418K -$2.56K -8 -0.6%
TLA
2144
Tanglewood Legacy Advisors
Texas
$418K -$3.84K -12 -1%
MSCM
2145
McElhenny Sheffield Capital Management
Texas
$416K -$1.28K -4 -0.3%
BOPW
2146
Brandywine Oak Private Wealth
Pennsylvania
$416K -$2.56K -8 -0.6%
GRWP
2147
Green Ridge Wealth Planning
New Jersey
$415K -$320 -1 -0.1%
CAM
2148
Claret Asset Management
Quebec, Canada
$415K -$6.4K -20 -2%
LOWM
2149
Laurel Oak Wealth Management
New Jersey
$414K -$36.5K -114 -9%
SCM
2150
Sunbeam Capital Management
Georgia
$414K +$392K +1,223 New
84 85
86
87 88