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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
2376
Charter Oak Capital Management
New Hampshire
$250K +$32.1K +101 +15%
WI
2377
Wedgewood Investors
Pennsylvania
$249K – – –
QWM
2378
Quadcap Wealth Management
Texas
$249K -$53.8K -169 -18%
LIA
2379
LBMC Investment Advisors
Tennessee
$249K – – –
MWA
2380
Motive Wealth Advisors
Michigan
$249K +$1.91K +6 +0.8%
SA
2381
Shilanski & Associates
Alaska
$248K – – –
WH
2382
Willner & Heller
California
$248K +$5.41K +17 +2%
LA
2383
Latitude Advisors
Florida
$246K -$9.54K -30 -4%
NCTC
2384
New Covenant Trust Company
Indiana
$246K -$55.7K -175 -19%
FFC
2385
First Financial Corp
Indiana
$246K – – –
FCCM
2386
First City Capital Management
Georgia
$246K – – –
WAL
2387
W Advisors LLC
Tennessee
$245K – – –
ACM
2388
Aspen Capital Management
Idaho
$245K +$234K +737 New
FFC
2389
Frederick Financial Consultants
Maryland
$243K +$8.27K +26 +4%
SPFA
2390
Summit Place Financial Advisors
New Jersey
$243K – – –
MMM
2391
Mendel Money Management
Illinois
$243K – – –
AWP
2392
Ascent Wealth Partners
New York
$241K – – –
VAF
2393
Values Added Financial
District of Columbia
$241K +$17.5K +55 +8%
IAS
2394
IMA Advisory Services
Colorado
$240K +$24.2K +76 +12%
HIS
2395
Harvest Investment Services
Illinois
$240K +$230K +724 New
RPCA
2396
Running Point Capital Advisors
California
$240K -$2.86K -9 -1%
PEA
2397
Park Edge Advisors
Ohio
$240K -$790K -2,484 -77%
AWAG
2398
ARS Wealth Advisors Group
Florida
$239K – – –
RFN
2399
Redwood Financial Network
Ohio
$239K +$11.8K +37 +5%
PHWM
2400
Pine Harbor Wealth Management
Maryland
$239K +$6.68K +21 +3%
94 95
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97 98