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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2151
Sharp Financial Services
Pennsylvania
$422K +$25.6K +80 +7%
PA
2152
ProCore Advisors
California
$421K -$2.88K -9 -0.7%
BWM
2153
Birchcreek Wealth Management
Ohio
$421K – – –
CC
2154
Cornerstone Capital
California
$420K – – –
CAI
2155
Capital Advisors Inc
Oklahoma
$420K -$362K -1,131 -48%
BSAM
2156
Blue Square Asset Management
New York
$419K – – –
SMC
2157
Smith, Moore & Co
Missouri
$419K -$11.2K -35 -3%
HW
2158
HORAN Wealth
Ohio
$419K -$16K -50 -4%
AWAG
2159
ARS Wealth Advisors Group
Florida
$419K +$3.84K +12 +1%
SWA
2160
SFMG Wealth Advisors
Texas
$418K -$2.56K -8 -0.6%
TLA
2161
Tanglewood Legacy Advisors
Texas
$418K -$3.84K -12 -1%
MSCM
2162
McElhenny Sheffield Capital Management
Texas
$416K -$1.28K -4 -0.3%
BOPW
2163
Brandywine Oak Private Wealth
Pennsylvania
$416K -$2.56K -8 -0.6%
GRWP
2164
Green Ridge Wealth Planning
New Jersey
$415K -$320 -1 -0.1%
CAM
2165
Claret Asset Management
Quebec, Canada
$415K -$6.4K -20 -2%
LOWM
2166
Laurel Oak Wealth Management
New Jersey
$414K -$36.5K -114 -9%
SCM
2167
Sunbeam Capital Management
Georgia
$414K +$392K +1,223 New
EIM
2168
Essex Investment Management
Massachusetts
$412K – – –
CPC
2169
Congress Park Capital
New York
$412K +$52.8K +165 +16%
AIP
2170
Avail Investment Partners
Pennsylvania
$411K +$8.32K +26 +2%
FCM
2171
Firestone Capital Management
Florida
$411K – – –
FCM
2172
Fieldview Capital Management
Michigan
$410K +$388K +1,211 New
RA
2173
Ruggaard & Associates
Ohio
$409K -$12.2K -38 -3%
SMWM
2174
Silvia McColl Wealth Management
California
$408K – – –
NDBT
2175
North Dallas Bank & Trust
Texas
$408K +$12.5K +39 +3%
85 86
87
88 89