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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2201
Wedge Capital Management
North Carolina
$275K – – –
VCM
2202
Vivaldi Capital Management
Illinois
$274K -$53.2K -185 -18%
WWM
2203
WT Wealth Management
Arizona
$274K – – –
TFM
2204
TFC Financial Management
Massachusetts
$274K -$30.2K -105 -10%
EIA
2205
Edgemoor Investment Advisors
Maryland
$273K – – –
SC
2206
Stephenson & Company
California
$272K – – –
PC
2207
Port Capital
Illinois
$272K -$8.04K -28 -3%
FHC
2208
First Heartland Consultants
Missouri
$271K +$18.4K +64 +8%
VWA
2209
Visionary Wealth Advisors
Illinois
$270K -$20.7K -72 -7%
MFGM
2210
Marshall Financial Group (Maryland)
Maryland
$270K -$6.89K -24 -3%
KTC
2211
Kentucky Trust Company
Kentucky
$270K +$261K +910 New
TPA
2212
Trivium Point Advisory
Connecticut
$270K -$16.1K -56 -6%
MIC
2213
Meridian Investment Counsel
California
$268K +$259K +903 New
AWP
2214
Accretive Wealth Partners
New Jersey
$267K – – –
TF
2215
Talbot Financial
Washington
$267K – – –
PPWM
2216
PFG Private Wealth Management
Florida
$267K -$7.18K -25 -3%
PA
2217
Probity Advisors
Texas
$267K -$44.5K -155 -15%
QWM
2218
Quadcap Wealth Management
Texas
$266K +$862 +3 +0.3%
CRWM
2219
Castle Rock Wealth Management
California
$265K +$5.46K +19 +2%
PGIM
2220
Pacific Global Investment Management
California
$264K -$9.36M -32,569 -97%
FMII
2221
Farmers & Merchants Investments Inc
Nebraska
$264K -$29.6K -103 -10%
EA
2222
Everpar Advisors
Oklahoma
$263K -$30.5K -106 -11%
FA
2223
FDx Advisors
Illinois
$263K -$63.8K -222 -20%
EIG
2224
Ellenbecker Investment Group
Wisconsin
$262K +$254K +883 New
GAB
2225
German American Bancorp
Indiana
$262K +$862 +3 +0.3%
87 88
89
90 91