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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
2201
TFC Financial Management
Massachusetts
$274K -$30.2K -105 -10%
EIA
2202
Edgemoor Investment Advisors
Maryland
$273K – – –
SC
2203
Stephenson & Company
California
$272K – – –
PC
2204
Port Capital
Illinois
$272K -$8.04K -28 -3%
FHC
2205
First Heartland Consultants
Missouri
$271K +$18.4K +64 +8%
VWA
2206
Visionary Wealth Advisors
Illinois
$270K -$20.7K -72 -7%
MFGM
2207
Marshall Financial Group (Maryland)
Maryland
$270K -$6.89K -24 -3%
KTC
2208
Kentucky Trust Company
Kentucky
$270K +$261K +910 New
TPA
2209
Trivium Point Advisory
Connecticut
$270K -$16.1K -56 -6%
MIC
2210
Meridian Investment Counsel
California
$268K +$259K +903 New
AWP
2211
Accretive Wealth Partners
New Jersey
$267K – – –
TF
2212
Talbot Financial
Washington
$267K – – –
PPWM
2213
PFG Private Wealth Management
Florida
$267K -$7.18K -25 -3%
PA
2214
Probity Advisors
Texas
$267K -$44.5K -155 -15%
QWM
2215
Quadcap Wealth Management
Texas
$266K +$862 +3 +0.3%
CRWM
2216
Castle Rock Wealth Management
California
$265K +$5.46K +19 +2%
PGIM
2217
Pacific Global Investment Management
California
$264K -$9.36M -32,569 -97%
FMII
2218
Farmers & Merchants Investments Inc
Nebraska
$264K -$29.6K -103 -10%
EA
2219
Everpar Advisors
Oklahoma
$263K -$30.5K -106 -11%
FA
2220
FDx Advisors
Illinois
$263K -$63.8K -222 -20%
EIG
2221
Ellenbecker Investment Group
Wisconsin
$262K +$254K +883 New
GAB
2222
German American Bancorp
Indiana
$262K +$862 +3 +0.3%
LA
2223
Latitude Advisors
Florida
$262K -$3.45K -12 -1%
BA
2224
Bellwether Advisors
Nebraska
$261K – – –
NEWAS
2225
N.E.W. Advisory Services
Wisconsin
$260K – – –
87 88
89
90 91