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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NED
2151
Nancy E. Dempze
$297K – – –
ACM
2152
Aurdan Capital Management
Pennsylvania
$297K +$287K +1,000 New
CCWM
2153
Correct Capital Wealth Management
Missouri
$296K +$47.1K +164 +20%
IBOK
2154
Independence Bank of Kentucky
Kentucky
$294K -$7.18K -25 -2%
MA
2155
Mezzasalma Advisors
New Jersey
$294K +$6.89K +24 +2%
AIA
2156
Allied Investment Advisors
Montana
$294K +$284K +989 New
WMA
2157
West Michigan Advisors
Michigan
$293K +$15.5K +54 +6%
WWP
2158
WR Wealth Planners
Missouri
$293K -$17K -59 -6%
TA
2159
TFB Advisors
Kansas
$293K -$9.19K -32 -3%
AA
2160
Alesco Advisors
New York
$292K – – –
PCM
2161
Park Capital Management
Wisconsin
$292K +$282K +982 New
NF
2162
NavPoint Financial
Minnesota
$291K – – –
RIA
2163
Regal Investment Advisors
Michigan
$291K -$75.3K -262 -21%
ATWA
2164
Arbor Trust Wealth Advisors
Michigan
$291K – – –
NRC
2165
New Republic Capital
North Carolina
$290K +$27.6K +96 +11%
S
2166
Sunpointe
Missouri
$290K +$34.8K +121 +14%
CL
2167
COWA LLC
Oklahoma
$289K – – –
FPW
2168
Fairvoy Private Wealth
Alabama
$289K +$280K +975 New
CVA
2169
Central Valley Advisors
California
$287K – – –
CF
2170
Claris Financial
Virginia
$286K +$277K +964 New
FFA
2171
Fi3 Financial Advisors
Indiana
$286K -$1.44K -5 -0.5%
RFM
2172
Royal Fund Management
Florida
$286K -$2.01K -7 -0.7%
HG
2173
Harbor Group
New Hampshire
$284K +$575 +2 +0.2%
NCTC
2174
New Covenant Trust Company
Indiana
$284K -$4.88K -17 -2%
BCG
2175
Bravias Capital Group
New Jersey
$284K +$257K +895 New
85 86
87
88 89