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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ATI
2201
Act Two Investors
California
$325K -$25.8K -81 -8%
FH
2202
FWG Holdings
Florida
$324K +$7.63K +24 +3%
CCG
2203
Catalina Capital Group
California
$324K -$28K -88 -8%
LWA
2204
Lineweaver Wealth Advisors
Ohio
$324K -$20.7K -65 -6%
SHGA
2205
Sand Hill Global Advisors
California
$323K -$350K -1,099 -53%
EWM
2206
EPG Wealth Management
Georgia
$323K +$636 +2 +0.2%
GPA
2207
Garrison Point Advisors
California
$322K +$309K +970 New
VIP
2208
Vista Investment Partners
Oklahoma
$322K -$14.3K -45 -4%
NRC
2209
New Republic Capital
North Carolina
$322K +$8.27K +26 +3%
MCM
2210
Monument Capital Management
Virginia
$322K -$3.18K -10 -1%
SIC
2211
Sterling Investment Counsel
New York
$321K +$308K +967 New
ODIJL
2212
One Day In July LLC
Vermont
$321K +$21.9K +69 +8%
VIM
2213
Vista Investment Management
Pennsylvania
$321K -$2.86K -9 -0.9%
WG
2214
Warner Group
Connecticut
$320K +$307K +964 New
FNWM
2215
Financial Network Wealth Management
Utah
$320K +$277K +872 New
HFS
2216
Hopwood Financial Services
Virginia
$320K -$3.18K -10 -1%
EFG
2217
Ethos Financial Group
Pennsylvania
$318K +$9.86K +31 +3%
FCA
2218
FLC Capital Advisors
California
$318K – – –
JCM
2219
Jacobsen Capital Management
Utah
$317K +$954 +3 +0.3%
CWA
2220
CJM Wealth Advisers
Virginia
$317K – – –
BWP
2221
Barlow Wealth Partners
Kentucky
$315K – – –
FA
2222
FDx Advisors
Illinois
$315K +$27K +85 +11%
IAG
2223
Investment Advisory Group
Massachusetts
$315K – – –
WCM
2224
Wedge Capital Management
North Carolina
$315K -$5.41K -17 -2%
BWFA
2225
Baltimore-Washington Financial Advisors
Maryland
$314K +$29.9K +94 +11%
87 88
89
90 91