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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2251
SGL Investment Advisors
Montana
$232K +$1.77K +6 +0.7%
MSF
2252
Mustard Seed Financial
Arkansas
$232K – – –
OCM
2253
Osterweis Capital Management
California
$232K +$1.48K +5 +0.6%
WFMPM
2254
Woodley Farra Manion Portfolio Management
Indiana
$232K -$3.84K -13 -1%
SHWM
2255
Smith & Howard Wealth Management
Georgia
$232K – – –
CMS
2256
Capital Market Strategies
Florida
$231K -$98.4K -333 -28%
SFP
2257
Sandbox Financial Partners
Maryland
$231K +$296 +1 +0.1%
PF
2258
Phoenix Financial
Israel
$230K +$252K +852 New
PC
2259
Port Capital
Illinois
$230K -$18.9K -64 -7%
FFA
2260
Fi3 Financial Advisors
Indiana
$229K -$32.8K -111 -12%
ODIJL
2261
One Day In July LLC
Vermont
$229K -$95.8K -324 -28%
BWFA
2262
Baltimore-Washington Financial Advisors
Maryland
$229K – – –
ABLA
2263
Alan B. Lancz & Associates
Ohio
$229K -$59.1K -200 -19%
GB
2264
Goepper Burkhardt
South Carolina
$229K – – –
JCM
2265
Jacobsen Capital Management
Utah
$229K +$6.8K +23 +3%
SSWM
2266
Sheets Smith Wealth Management
North Carolina
$228K – – –
TFM
2267
TFC Financial Management
Massachusetts
$228K -$21.9K -74 -8%
DCM
2268
Donaldson Capital Management
Indiana
$228K +$250K +847 New
AW
2269
Apricus Wealth
South Carolina
$228K – – –
MCP
2270
Mirador Capital Partners
California
$227K -$24.8K -84 -9%
WMN
2271
Wealth Management Nebraska
Nebraska
$227K +$249K +844 New
PPWM
2272
PFG Private Wealth Management
Florida
$227K -$16.8K -57 -6%
PMFA
2273
Plante Moran Financial Advisors
Michigan
$226K – – –
FC
2274
Financial Council
Maryland
$225K – – –
DIM
2275
DLK Investment Management
California
$225K – – –
89 90
91
92 93