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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
2251
Smith & Howard Wealth Management
Georgia
$232K – – –
CMS
2252
Capital Market Strategies
Florida
$231K -$98.4K -333 -28%
SFP
2253
Sandbox Financial Partners
Maryland
$231K +$296 +1 +0.1%
PF
2254
Phoenix Financial
Israel
$230K +$252K +852 New
PC
2255
Port Capital
Illinois
$230K -$18.9K -64 -7%
FFA
2256
Fi3 Financial Advisors
Indiana
$229K -$32.8K -111 -12%
ODIJL
2257
One Day In July LLC
Vermont
$229K -$95.8K -324 -28%
BWFA
2258
Baltimore-Washington Financial Advisors
Maryland
$229K – – –
ABLA
2259
Alan B. Lancz & Associates
Ohio
$229K -$59.1K -200 -19%
GB
2260
Goepper Burkhardt
South Carolina
$229K – – –
JCM
2261
Jacobsen Capital Management
Utah
$229K +$6.8K +23 +3%
SSWM
2262
Sheets Smith Wealth Management
North Carolina
$228K – – –
TFM
2263
TFC Financial Management
Massachusetts
$228K -$21.9K -74 -8%
DCM
2264
Donaldson Capital Management
Indiana
$228K +$250K +847 New
AW
2265
Apricus Wealth
South Carolina
$228K – – –
MCP
2266
Mirador Capital Partners
California
$227K -$24.8K -84 -9%
WMN
2267
Wealth Management Nebraska
Nebraska
$227K +$249K +844 New
PPWM
2268
PFG Private Wealth Management
Florida
$227K -$16.8K -57 -6%
PMFA
2269
Plante Moran Financial Advisors
Michigan
$226K – – –
FC
2270
Financial Council
Maryland
$225K – – –
DIM
2271
DLK Investment Management
California
$225K – – –
AFA
2272
Antonelli Financial Advisors
Michigan
$225K – – –
AHC
2273
Adell Harriman & Carpenter
Texas
$224K +$246K +831 New
KA
2274
Klingman & Associates
New York
$224K +$43.7K +148 +22%
OCM
2275
Orion Capital Management
California
$223K – – –
89 90
91
92 93