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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
2251
Accuvest Global Advisors
Utah
$283K +$249K +886 New
AHC
2252
Adell Harriman & Carpenter
Texas
$283K +$15.8K +56 +7%
NCM
2253
Novare Capital Management
North Carolina
$283K -$65.3K -232 -21%
PPWM
2254
PFG Private Wealth Management
Florida
$283K +$12.7K +45 +5%
OC
2255
Oarsman Capital
Wisconsin
$282K +$27K +96 +12%
EIG
2256
Ellenbecker Investment Group
Wisconsin
$282K +$281 +1 +0.1%
GAB
2257
German American Bancorp
Indiana
$281K +$20.5K +73 +9%
WP
2258
WealthPLAN Partners
Nebraska
$281K – – –
CPWA
2259
Cerro Pacific Wealth Advisors
California
$280K +$40.8K +145 +20%
NEWAS
2260
N.E.W. Advisory Services
Wisconsin
$280K -$189K -673 -43%
TCWM
2261
Total Clarity Wealth Management
Illinois
$280K +$247K +877 New
RB
2262
Renasant Bank
Mississippi
$279K +$29.8K +106 +14%
HI
2263
Humankind Investments
New York
$278K -$56.3K -200 -19%
SSWM
2264
Sheets Smith Wealth Management
North Carolina
$278K +$6.75K +24 +3%
LK
2265
Lumbard & Kellner
New Hampshire
$278K – – –
PWM
2266
Palacios Wealth Management
Florida
$278K +$245K +870 New
PA
2267
Planning Alternatives
Michigan
$277K -$53.2K -189 -18%
DIM
2268
DLK Investment Management
California
$277K +$9.01K +32 +4%
DC
2269
DeDora Capital
California
$277K – – –
MSF
2270
Mustard Seed Financial
Arkansas
$275K – – –
SHWM
2271
Smith & Howard Wealth Management
Georgia
$275K – – –
FHC
2272
First Heartland Consultants
Missouri
$274K +$242K +859 New
WFMPM
2273
Woodley Farra Manion Portfolio Management
Indiana
$273K -$1.41K -5 -0.6%
PC
2274
Port Capital
Illinois
$272K – – –
USWIA
2275
UP Strategic Wealth Investment Advisors
Pennsylvania
$271K -$14.1K -50 -6%
89 90
91
92 93