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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1126
Wipfli Financial Advisors
Wisconsin
$717K +$805K +5,318 New
CLOS
1127
Compagnie Lombard Odier SCmA
Switzerland
$712K +$303K +2,000 +61%
LCM
1128
Lewis Capital Management
California
$711K +$151 +1 +0%
SF
1129
Symphony Financial
Texas
$708K +$98.5K +651 +14%
SBL
1130
Sargent Bickham Lagudis
Colorado
$707K -$29.5K -195 -4%
LRPA
1131
L. Roy Papp & Associates
Arizona
$704K +$30K +198 +4%
HC
1132
HNP Capital
New York
$698K -$46.3K -306 -6%
VRM
1133
Vectors Research Management
New York
$698K -$46.3K -306 -6%
LA
1134
LVW Advisors
New York
$693K -$110K -725 -12%
WW
1135
Waterfront Wealth
Kansas
$692K -$109K -720 -13%
MHS
1136
M Holdings Securities
Oregon
$688K -$126K -834 -14%
WANY
1137
Wealthspire Advisors (New York)
New York
$688K +$168K +1,108 +28%
SAM
1138
S.A. Mason
Michigan
$681K -$7.42K -49 -1%
WT
1139
Washington Trust
Rhode Island
$681K – – –
SS
1140
Simplicity Solutions
Minnesota
$681K +$58.9K +389 +8%
LCM
1141
Leisure Capital Management
California
$680K +$6.96K +46 +0.9%
RCC
1142
Red Cedar Capital
Nebraska
$677K – – –
GC
1143
Garde Capital
Washington
$676K – – –
BWM
1144
BigSur Wealth Management
Florida
$675K – – –
SOAMC
1145
Spirit of America Management Corp
New York
$675K – – –
MFS
1146
Monetta Financial Services
Illinois
$675K +$151K +1,000 +25%
KFP
1147
KB Financial Partners
New Jersey
$672K +$113K +747 +18%
BJL
1148
Brighton Jones LLC
Washington
$670K -$55.4K -366 -7%
AL
1149
Aspiriant LLC
California
$670K +$43K +284 +6%
NWM
1150
Northcape Wealth Management
New York
$669K -$6.21K -41 -0.8%
44 45
46
47 48