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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
2326
ELCO Management
New York
$266K – – –
KIA
2327
Knollwood Investment Advisory
Maryland
$266K – – –
NCM
2328
Novare Capital Management
North Carolina
$265K -$28.3K -89 -10%
BRM
2329
Boston Research & Management
Massachusetts
$265K – – –
EWM
2330
Elmwood Wealth Management
California
$264K +$38.2K +120 +18%
WMA
2331
Wealth Management Associates
New Jersey
$263K +$252K +792 New
FFA
2332
Fi3 Financial Advisors
Indiana
$263K -$8.91K -28 -3%
VW
2333
Vance Wealth
California
$263K +$13.7K +43 +6%
BWP
2334
BlueStem Wealth Partners
Minnesota
$263K +$10.5K +33 +4%
CIS
2335
Connors Investor Services
Pennsylvania
$262K -$9.54K -30 -4%
HFS
2336
Hoge Financial Services
Pennsylvania
$262K +$7.63K +24 +3%
FPW
2337
Fairvoy Private Wealth
Alabama
$261K -$59.2K -186 -19%
SSIM
2338
Sheets Smith Investment Management
Texas
$261K +$250K +786 New
PAM
2339
PVG Asset Management
Colorado
$261K – – –
LFGO
2340
Legacy Financial Group (Oklahoma)
Oklahoma
$261K – – –
HGWM
2341
Horst & Graben Wealth Management
Oregon
$261K +$4.77K +15 +2%
PSCM
2342
Per Stirling Capital Management
Texas
$260K +$1.27K +4 +0.5%
B
2343
Bellecapital
Switzerland
$260K – – –
VC
2344
Vestor Capital
Illinois
$260K -$60.8M -191,242 -100%
GFA
2345
Gallagher Fiduciary Advisors
Illinois
$260K -$66.2K -208 -21%
MWA
2346
Medallion Wealth Advisors
Connecticut
$259K -$5.41K -17 -2%
SW
2347
SMART Wealth
Nebraska
$259K +$44.5K +140 +22%
LF
2348
Lantz Financial
Illinois
$259K +$1.27K +4 +0.5%
OAM
2349
Occidental Asset Management
California
$259K +$248K +780 New
FNC
2350
First National Corp
Massachusetts
$259K -$172K -541 -41%
92 93
94
95 96