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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2251
Burling Wealth Partners
Illinois
$356K – – –
IUHSA
2252
Itau Unibanco Holding S.A.
Brazil
$355K +$336K +1,050 New
PCM
2253
Park Capital Management
Wisconsin
$355K +$2.24K +7 +0.7%
VIM
2254
Vista Investment Management
Pennsylvania
$354K -$2.88K -9 -0.9%
SHJ
2255
Sharkey, Howes & Javer
Colorado
$354K – – –
CFS
2256
CRA Financial Services
New Jersey
$354K -$5.44K -17 -2%
FFIC
2257
First Fiduciary Investment Counsel
Ohio
$354K -$60.8K -190 -15%
AMG
2258
Advisors Management Group
Wisconsin
$354K – – –
VCP
2259
Vista Capital Partners
Oregon
$354K -$30.1K -94 -8%
CIAS
2260
CFS Investment Advisory Services
New Jersey
$354K +$4.48K +14 +1%
RBC
2261
Roble Belko & Company
Pennsylvania
$352K – – –
LWIC
2262
Leith Wheeler Investment Counsel
British Columbia, Canada
$352K -$83.2K -260 -20%
EV
2263
EJMK Ventures
Illinois
$351K -$18.9K -59 -5%
NCTC
2264
New Covenant Trust Company
Indiana
$349K +$21.5K +67 +7%
CGFA
2265
Colton Groome Financial Advisors
North Carolina
$348K +$114K +355 +53%
KJWM
2266
Kiley Juergens Wealth Management
Washington
$348K -$6.08K -19 -2%
SAM
2267
Stembrook Asset Management
New Jersey
$348K – – –
CAM
2268
Clark Asset Management
New Hampshire
$347K -$4.8K -15 -1%
PF
2269
Phoenix Financial
Israel
$347K -$359K -1,122 -52%
YDMI
2270
Y.D. More Investments
Israel
$346K -$147K -460 -31%
AA
2271
Alesco Advisors
New York
$346K -$3.2K -10 -1%
AWAU
2272
Alliance Wealth Advisors (Utah)
Utah
$345K +$23.7K +74 +8%
PWP
2273
Ponta Wealth Partners
Florida
$345K +$48.3K +151 +17%
RWA
2274
Rooted Wealth Advisors
Illinois
$345K +$20.2K +63 +7%
CIA
2275
Caerus Investment Advisors
Texas
$345K -$17K -53 -5%
89 90
91
92 93