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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AM
2376
Atwater Malick
Pennsylvania
$251K +$4.45K +14 +2%
PAM
2377
PCG Asset Management
New Jersey
$251K – – –
SW
2378
SkyOak Wealth
Michigan
$251K – – –
CWA
2379
Consilio Wealth Advisors
Washington
$251K +$4.77K +15 +2%
SGFG
2380
Silver Grove Financial Group
New York
$251K +$240K +755 New
COCM
2381
Charter Oak Capital Management
New Hampshire
$250K +$32.1K +101 +15%
WI
2382
Wedgewood Investors
Pennsylvania
$249K – – –
QWM
2383
Quadcap Wealth Management
Texas
$249K -$53.8K -169 -18%
LIA
2384
LBMC Investment Advisors
Tennessee
$249K – – –
MWA
2385
Motive Wealth Advisors
Michigan
$249K +$1.91K +6 +0.8%
SA
2386
Shilanski & Associates
Alaska
$248K – – –
WH
2387
Willner & Heller
California
$248K +$5.41K +17 +2%
LA
2388
Latitude Advisors
Florida
$246K -$9.54K -30 -4%
NCTC
2389
New Covenant Trust Company
Indiana
$246K -$55.7K -175 -19%
FFC
2390
First Financial Corp
Indiana
$246K – – –
FCCM
2391
First City Capital Management
Georgia
$246K – – –
WAL
2392
W Advisors LLC
Tennessee
$245K – – –
ACM
2393
Aspen Capital Management
Idaho
$245K +$234K +737 New
FFC
2394
Frederick Financial Consultants
Maryland
$243K +$8.27K +26 +4%
SPFA
2395
Summit Place Financial Advisors
New Jersey
$243K – – –
MMM
2396
Mendel Money Management
Illinois
$243K – – –
AWP
2397
Ascent Wealth Partners
New York
$241K – – –
VAF
2398
Values Added Financial
District of Columbia
$241K +$17.5K +55 +8%
IAS
2399
IMA Advisory Services
Colorado
$240K +$24.2K +76 +12%
HIS
2400
Harvest Investment Services
Illinois
$240K +$230K +724 New
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