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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GB
2251
Goepper Burkhardt
South Carolina
$252K – – –
SSWM
2252
Sheets Smith Wealth Management
North Carolina
$252K +$575 +2 +0.2%
AW
2253
Apricus Wealth
South Carolina
$251K – – –
BCM
2254
Becker Capital Management
Oregon
$251K -$1.04M -3,626 -81%
GS
2255
GWN Securities
Florida
$250K +$223K +777 New
PMFA
2256
Plante Moran Financial Advisors
Michigan
$249K -$232K -806 -49%
GWA
2257
GGM Wealth Advisors
Maryland
$249K +$575 +2 +0.2%
SIA
2258
SGL Investment Advisors
Montana
$249K +$234K +813 New
FC
2259
Financial Council
Maryland
$249K – – –
DIM
2260
DLK Investment Management
California
$248K +$240K +837 New
QIM
2261
Quantitative Investment Management
Virginia
$248K +$240K +837 New
AFA
2262
Antonelli Financial Advisors
Michigan
$248K +$240K +835 New
OC
2263
Oarsman Capital
Wisconsin
$246K -$7.47K -26 -3%
OCM
2264
Orion Capital Management
California
$246K – – –
RCP
2265
Rothschild Capital Partners
New York
$246K +$238K +830 New
GWM
2266
Gibbs Wealth Management
Georgia
$246K +$17.5K +61 +8%
AW
2267
Avion Wealth
Texas
$246K +$44.8K +156 +23%
JCM
2268
Jacobsen Capital Management
Utah
$245K – – –
PCM
2269
Parsons Capital Management
Rhode Island
$245K – – –
BCM
2270
BluePointe Capital Management
California
$245K +$237K +825 New
DF
2271
DecisionPoint Financial
Arizona
$245K – – –
CP
2272
Castleview Partners
Texas
$244K +$12.6K +44 +6%
GWM
2273
GSB Wealth Management
Connecticut
$244K +$2.01K +7 +0.9%
BMWM
2274
Brown Miller Wealth Management
Virginia
$243K +$236K +820 New
TIP
2275
Tandem Investment Partners
New Jersey
$243K +$236K +820 New
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