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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
2476
Bruce G. Allen Investments
Colorado
$203K +$16.3K +58 +10%
BMD
2477
Better Money Decisions
New Mexico
$203K +$179K +637 New
MCCA
2478
Mill Creek Capital Advisors
Pennsylvania
$203K +$179K +637 New
VP
2479
Verum Partners
North Carolina
$203K +$179K +636 New
BWM
2480
BCS Wealth Management
Tennessee
$203K +$179K +636 New
CGFA
2481
Colton Groome Financial Advisors
North Carolina
$203K +$179K +636 New
BC
2482
Brio Consultants
California
$203K +$179K +635 New
WPWM
2483
Western Pacific Wealth Management
Illinois
$202K – – –
MFWP
2484
Mosaic Family Wealth Partners
Missouri
$202K +$178K +634 New
LWA
2485
Lantern Wealth Advisors
New York
$202K +$178K +632 New
ACA
2486
Affinity Capital Advisors
California
$201K +$178K +631 New
FCM
2487
Fogel Capital Management
Florida
$201K +$178K +631 New
BFO
2488
Biltmore Family Office
North Carolina
$200K -$42.2K -150 -19%
CWM
2489
Centricity Wealth Management
Ohio
$200K – – –
TPWA
2490
Twin Peaks Wealth Advisors
California
$198K +$184K +653 New
MWM
2491
Mascoma Wealth Management
New Hampshire
$198K – – –
FCT
2492
First Community Trust
Iowa
$195K – – –
KTC
2493
Kentucky Trust Company
Kentucky
$193K -$21.1K -75 -11%
AF
2494
Advisornet Financial
Minnesota
$192K +$55.7K +198 +49%
CFS
2495
CGC Financial Services
Oregon
$186K +$164K +582 New
SIS
2496
Sound Income Strategies
Florida
$184K -$22.2K -79 -12%
WBWA
2497
William B. Walkup & Associates
South Carolina
$180K – – –
AA
2498
Addison Advisors
Vermont
$179K -$11K -39 -7%
IUHSA
2499
Itau Unibanco Holding S.A.
Brazil
$179K -$20K -71 -11%
SNB
2500
Security National Bank
Nebraska
$174K – – –
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100
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