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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
2351
Meritage Portfolio Management
Kansas
$336K – – –
SDWMA
2352
Schneider Downs Wealth Management Advisors
Pennsylvania
$336K +$325K +909 New
SSWM
2353
Sheets Smith Wealth Management
North Carolina
$336K -$4.65K -13 -1%
EIA
2354
Edgemoor Investment Advisors
Maryland
$336K – – –
CAM
2355
Costello Asset Management
Pennsylvania
$335K – – –
SFG
2356
Strive Financial Group
Indiana
$334K +$323K +904 New
SA
2357
Sovran Advisors
California
$334K +$8.23K +23 +3%
ACG
2358
Allen Capital Group
Nebraska
$333K +$24K +67 +8%
TF
2359
Talbot Financial
Washington
$333K – – –
OWA
2360
OakTrust Wealth Advisors
Connecticut
$333K +$322K +899 New
CB
2361
CNB Bank
Pennsylvania
$332K -$2.5K -7 -0.8%
WP
2362
WealthPLAN Partners
Nebraska
$332K +$321K +897 New
JC
2363
JB Capital
Connecticut
$331K +$358 +1 +0.1%
FA
2364
FDx Advisors
Illinois
$331K +$7.87K +22 +3%
FC
2365
Financial Consulate
Maryland
$330K +$10.7K +30 +3%
WCM
2366
Wedge Capital Management
North Carolina
$330K -$20K -56 -6%
NI
2367
NDVR Inc
Massachusetts
$329K -$48.3K -135 -13%
LWA
2368
Lineweaver Wealth Advisors
Ohio
$329K -$30.4K -85 -9%
PWM
2369
Palacios Wealth Management
Florida
$329K +$6.44K +18 +2%
WMA
2370
Wealth Management Associates
New Jersey
$328K +$34.4K +96 +12%
AWA
2371
Argos Wealth Advisors
California
$327K +$317K +885 New
SWM
2372
Shrier Wealth Management
California
$327K +$317K +885 New
CB
2373
Chris Bulman
California
$327K -$1.79K -5 -0.6%
SG
2374
Strid Group
Pennsylvania
$327K – – –
MSWM
2375
Mowery & Schoenfeld Wealth Management
Illinois
$327K +$2.5K +7 +0.8%
93 94
95
96 97