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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PHM
2226
Prospect Hill Management
New Jersey
$260K – – –
WFMPM
2227
Woodley Farra Manion Portfolio Management
Indiana
$259K -$14.4K -50 -5%
IB
2228
Intrust Bank
Kansas
$259K -$6.61K -23 -3%
LK
2229
Lumbard & Kellner
New Hampshire
$258K – – –
OCBCO
2230
Oversea-Chinese Banking Corp (OCBC)
Singapore
$258K +$250K +869 New
DC
2231
DeDora Capital
California
$258K – – –
SIMG
2232
Sonora Investment Management Group
Arizona
$256K +$5.46K +19 +2%
MSF
2233
Mustard Seed Financial
Arkansas
$256K – – –
CFSG
2234
Clark Financial Services Group
Missouri
$256K +$16.4K +57 +7%
JWM
2235
JGP Wealth Management
Oregon
$256K -$862 -3 -0.3%
CA
2236
Cornerstone Advisory
Maryland
$255K +$236K +821 New
SHWM
2237
Smith & Howard Wealth Management
Georgia
$255K – – –
LAM
2238
Longboard Asset Management
Arizona
$255K +$247K +860 New
OCM
2239
Osterweis Capital Management
California
$255K – – –
SFP
2240
Sandbox Financial Partners
Maryland
$254K +$7.18K +25 +3%
BCA
2241
Bay Colony Advisors
Massachusetts
$254K -$2.87K -10 -1%
WAM
2242
Weatherly Asset Management
California
$254K -$485K -1,687 -66%
OWP
2243
ORG Wealth Partners
Texas
$253K -$16.1K -56 -6%
GCM
2244
Graham Capital Management
Connecticut
$253K -$6.46M -22,470 -96%
PAMG
2245
Patton Albertson Miller Group
Tennessee
$253K -$41.4K -144 -14%
BWFA
2246
Baltimore-Washington Financial Advisors
Maryland
$253K -$862 -3 -0.4%
AIA
2247
Angeles Investment Advisors
California
$252K -$2.59K -9 -1%
GB
2248
Goepper Burkhardt
South Carolina
$252K – – –
SSWM
2249
Sheets Smith Wealth Management
North Carolina
$252K +$575 +2 +0.2%
AW
2250
Apricus Wealth
South Carolina
$251K – – –
88 89
90
91 92