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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
876
Strategic Wealth Partners
Ohio
$2.51M -$5.41M -23,370 -68%
HIC
877
Hartline Investment Corp
Illinois
$2.51M +$2.51M +10,844 New
TW
878
Trajan Wealth
Arizona
$2.51M +$321K +1,388 +15%
DRS
879
Deane Retirement Strategies
Louisiana
$2.51M -$59.8K -258 -2%
SPG
880
Strategic Planning Group
Utah
$2.5M +$203K +875 +9%
FDS
881
First Dallas Securities
Texas
$2.48M -$280K -1,209 -10%
MPPLM
882
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.46M +$415K +1,793 +20%
BFA
883
Buttonwood Financial Advisors
Maryland
$2.46M -$85.7K -370 -3%
HI
884
Horizon Investments
North Carolina
$2.45M +$35.7K +154 +1%
FB
885
Fulton Bank
Pennsylvania
$2.43M -$175K -756 -7%
AWA
886
Arete Wealth Advisors
Illinois
$2.43M -$24.1K -104 -1%
CIA
887
Concurrent Investment Advisors
Florida
$2.43M +$350K +1,510 +17%
AAS
888
Ameritas Advisory Services
Nebraska
$2.42M +$54.9K +237 +2%
GLR
889
Great Lakes Retirement
Ohio
$2.42M +$230K +994 +11%
BPWM
890
Badgley Phelps Wealth Managers
Washington
$2.42M +$3.94K +17 +0.2%
PCG
891
Prosperity Consulting Group
Maryland
$2.41M +$16.7K +72 +0.7%
FWA
892
FOCUS Wealth Advisors
Texas
$2.41M +$120K +518 +5%
GCC
893
Guardian Capital (Canada)
Ontario, Canada
$2.41M – – –
SAM
894
Sawgrass Asset Management
Florida
$2.4M +$9.49K +41 +0.4%
HH
895
Hilltop Holdings
Texas
$2.4M +$39.4K +170 +2%
AA
896
ALPS Advisors
Colorado
$2.39M -$194K -837 -8%
MWM
897
Mission Wealth Management
California
$2.39M +$23.6K +102 +1%
NAG
898
Northstar Advisory Group
New Jersey
$2.36M +$124K +535 +6%
BOS
899
Bank of Stockton
California
$2.36M -$430K -1,858 -15%
JIC
900
Joel Isaacson & Co
New York
$2.34M +$94.5K +408 +4%
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