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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2401
Mascoma Wealth Management
New Hampshire
$167K – – –
TCA
2402
Trifecta Capital Advisors
Illinois
$166K – – –
FCT
2403
First Community Trust
Iowa
$164K – – –
AA
2404
Addison Advisors
Vermont
$161K +$8.57K +29 +5%
AGWCA
2405
Annis Gardner Whiting Capital Advisors
Florida
$160K -$5.62K -19 -3%
SIS
2406
Strategic Investment Solutions
Illinois
$159K +$2.07K +7 +1%
MCI
2407
MRP Capital Investments
Georgia
$157K – – –
BGAI
2408
Bruce G. Allen Investments
Colorado
$156K -$12.7K -43 -7%
WBWA
2409
William B. Walkup & Associates
South Carolina
$152K – – –
WPA
2410
West Paces Advisors
Georgia
$147K – – –
SNB
2411
Security National Bank
Nebraska
$146K -$4.73K -16 -3%
MAFA
2412
MJT & Associates Financial Advisory
Minnesota
$146K +$161K +543 New
VWA
2413
VSM Wealth Advisory
Maryland
$143K – – –
SC
2414
Stephens Consulting
Michigan
$135K +$67.1K +227 +83%
CCMI
2415
Creative Capital Management Investments
California
$135K – – –
CIA
2416
Cape Investment Advisory
Georgia
$134K -$296 -1 -0.2%
CVM
2417
Cheviot Value Management
California
$132K +$140K +475 New
LCM
2418
Logan Capital Management
Pennsylvania
$132K -$4.43K -15 -3%
IWM
2419
IMG Wealth Management
Florida
$132K – – –
JAM
2420
JCIC Asset Management
Ontario, Canada
$126K – – –
NMG
2421
New Millennium Group
Utah
$126K -$6.5K -22 -4%
FPB
2422
First PREMIER Bank
South Dakota
$125K – – –
EPIMS
2423
Evelyn Partners Investment Management Services
$122K – – –
CB
2424
CNB Bank
Pennsylvania
$122K -$1.48K -5 -1%
FFL
2425
Financial Freedom LLC
Ohio
$118K – – –
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