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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2176
Joule Financial
Kentucky
$364K – – –
LI
2177
Lafayette Investments
Maryland
$364K +$76.4K +228 +23%
FGWP
2178
Founders Grove Wealth Partners
Virginia
$363K -$46.3K -138 -10%
AP
2179
Anchyra Partners
Georgia
$363K +$5.03K +15 +1%
NA
2180
Navellier & Associates
Nevada
$363K -$20.5K -61 -5%
MBTD
2181
Mechanics Bank - Trust Department
California
$363K -$20.1K -60 -5%
CSB
2182
City State Bank
Iowa
$363K -$7.71K -23 -2%
OFG
2183
Omega Financial Group
California
$363K -$6.04K -18 -1%
SSA
2184
Shepherd Street Advisors
California
$363K – – –
AIP
2185
Avail Investment Partners
Pennsylvania
$360K +$399K +1,190 New
BDF
2186
Black Diamond Financial
Maryland
$360K +$35.5K +106 +10%
OC
2187
Opinicus Capital
Florida
$359K +$38.6K +115 +11%
AWA
2188
AGH Wealth Advisors
Kansas
$358K -$1.34K -4 -0.3%
NFG
2189
Nadler Financial Group
Illinois
$356K -$52.3K -156 -12%
TCPG
2190
Trivant Custom Portfolio Group
California
$356K +$394K +1,176 New
MIM
2191
Montgomery Investment Management
Maryland
$355K – – –
RPWA
2192
Regent Peak Wealth Advisors
Georgia
$355K -$23.1K -69 -6%
EGA
2193
E&G Advisors
Texas
$355K +$7.04K +21 +2%
PPWM
2194
PFG Private Wealth Management
Florida
$355K +$19.1K +57 +5%
CF
2195
Claris Financial
Virginia
$355K +$671 +2 +0.2%
IB
2196
Intrust Bank
Kansas
$354K +$76.1K +227 +24%
NDBT
2197
North Dallas Bank & Trust
Texas
$353K -$50.3K -150 -11%
SFS
2198
Sharp Financial Services
Pennsylvania
$353K +$392K +1,168 New
NA
2199
Nautilus Advisors
California
$353K -$97.6K -291 -20%
SIC
2200
Samalin Investment Counsel
New York
$353K +$671 +2 +0.2%
86 87
88
89 90