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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IGAM
2201
iA Global Asset Management
Quebec, Canada
$303K +$267K +950 New
IAG
2202
Investment Advisory Group
Massachusetts
$302K +$267K +948 New
MPM
2203
MBB Public Markets
Illinois
$301K -$60.8K -216 -19%
PSP
2204
Principal Street Partners
Tennessee
$301K +$266K +944 New
AW
2205
Atlas Wealth
Ohio
$301K +$263K +934 New
IB
2206
Intrust Bank
Kansas
$301K +$20K +71 +8%
NRC
2207
New Republic Capital
North Carolina
$301K +$12.9K +46 +5%
CPSAC
2208
Chas P. Smith & Associates (CPS)
Florida
$300K – – –
BA
2209
Bellwether Advisors
Nebraska
$300K +$17.4K +62 +7%
OCM
2210
Orion Capital Management
California
$300K +$31K +110 +13%
TCM
2211
Traynor Capital Management
Pennsylvania
$299K +$261K +928 New
EIA
2212
Edgemoor Investment Advisors
Maryland
$299K +$4.79K +17 +2%
HA
2213
HC Advisors
Georgia
$299K – – –
NSAM
2214
North Star Asset Management
Wisconsin
$299K -$111K -393 -30%
GPI
2215
General Partner Inc
Pennsylvania
$299K – – –
CNTOF
2216
Canandaigua National Trust of Florida
New York
$298K +$263K +934 New
OWA
2217
Octavia Wealth Advisors
Ohio
$298K +$2.25K +8 +0.9%
RCG
2218
Ruane, Cunniff & Goldfarb
New York
$297K – – –
EFG
2219
Ethos Financial Group
Pennsylvania
$296K +$56.3K +200 +28%
BOJHT
2220
Bank of Jackson Hole Trust
Wyoming
$295K +$59.1K +210 +29%
IBOK
2221
Independence Bank of Kentucky
Kentucky
$295K -$11.3K -40 -4%
KWM
2222
Kingsman Wealth Management
Florida
$295K -$52.9K -188 -17%
WWM
2223
WT Wealth Management
Arizona
$294K – – –
ACA
2224
Ackerman Capital Advisors
Texas
$293K -$7.32K -26 -3%
NFP
2225
Narus Financial Partners
Utah
$293K +$43.3K +154 +20%
87 88
89
90 91