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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2201
Catalina Capital Group
California
$324K -$28K -88 -8%
LWA
2202
Lineweaver Wealth Advisors
Ohio
$324K -$20.7K -65 -6%
SHGA
2203
Sand Hill Global Advisors
California
$323K -$350K -1,099 -53%
EWM
2204
EPG Wealth Management
Georgia
$323K +$636 +2 +0.2%
GPA
2205
Garrison Point Advisors
California
$322K +$309K +970 New
VIP
2206
Vista Investment Partners
Oklahoma
$322K -$14.3K -45 -4%
NRC
2207
New Republic Capital
North Carolina
$322K +$8.27K +26 +3%
MCM
2208
Monument Capital Management
Virginia
$322K -$3.18K -10 -1%
SIC
2209
Sterling Investment Counsel
New York
$321K +$308K +967 New
ODIJL
2210
One Day In July LLC
Vermont
$321K +$21.9K +69 +8%
VIM
2211
Vista Investment Management
Pennsylvania
$321K -$2.86K -9 -0.9%
WG
2212
Warner Group
Connecticut
$320K +$307K +964 New
FNWM
2213
Financial Network Wealth Management
Utah
$320K +$277K +872 New
HFS
2214
Hopwood Financial Services
Virginia
$320K -$3.18K -10 -1%
EFG
2215
Ethos Financial Group
Pennsylvania
$318K +$9.86K +31 +3%
FCA
2216
FLC Capital Advisors
California
$318K – – –
JCM
2217
Jacobsen Capital Management
Utah
$317K +$954 +3 +0.3%
CWA
2218
CJM Wealth Advisers
Virginia
$317K – – –
BWP
2219
Barlow Wealth Partners
Kentucky
$315K – – –
FA
2220
FDx Advisors
Illinois
$315K +$27K +85 +11%
IAG
2221
Investment Advisory Group
Massachusetts
$315K – – –
WCM
2222
Wedge Capital Management
North Carolina
$315K -$5.41K -17 -2%
BWFA
2223
Baltimore-Washington Financial Advisors
Maryland
$314K +$29.9K +94 +11%
IB
2224
Intrust Bank
Kansas
$313K – – –
OCM
2225
Orion Capital Management
California
$312K – – –
87 88
89
90 91