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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1176
Prospera Financial Services
Texas
$755K -$126K -780 -15%
WSC
1177
Wellington Shields & Co
New York
$753K – – –
BDFN
1178
Bond & Devick Financial Network
Minnesota
$752K – – –
SWM
1179
SeaCrest Wealth Management
New York
$750K +$18.6K +115 +3%
NP
1180
NorthRock Partners
Minnesota
$750K -$92.1K -571 -12%
BW
1181
Basepoint Wealth
Iowa
$745K +$645 +4 +0.1%
ECM
1182
Estabrook Capital Management
New York
$745K – – –
BAM
1183
Beaumont Asset Management
Texas
$744K +$1.29K +8 +0.2%
SWM
1184
Spire Wealth Management
Virginia
$740K +$31.5K +195 +5%
HWA
1185
Heritage Wealth Advisors
Virginia
$739K +$5.81K +36 +0.9%
CWS
1186
Cypress Wealth Services
California
$739K +$1.45K +9 +0.2%
3IP
1187
3Chopt Investment Partners
Virginia
$736K -$32.3K -200 -5%
LA
1188
Lifeworks Advisors
Michigan
$734K -$23.1K -143 -3%
LWM
1189
Lyell Wealth Management
California
$733K -$242K -1,500 -26%
JSL
1190
JT Stratford LLC
Georgia
$731K +$677K +4,195 New
BJL
1191
Brighton Jones LLC
Washington
$731K +$128K +794 +23%
EAM
1192
Evanson Asset Management
California
$730K +$323 +2 +0%
LAM
1193
L2 Asset Management
Massachusetts
$730K +$68.6K +425 +11%
FNBOH
1194
First National Bank of Hutchinson
Kansas
$726K +$11.1K +69 +2%
WA
1195
WBH Advisory
Maryland
$725K – – –
SIA
1196
SkyView Investment Advisors
New Jersey
$725K -$577K -3,578 -46%
BA
1197
Birinyi Associates
Connecticut
$723K +$70.2K +435 +12%
AP
1198
Adero Partners
California
$721K -$14.8K -92 -2%
EF
1199
Empowered Funds
Pennsylvania
$720K +$91K +564 +16%
EST
1200
EA Series Trust
Pennsylvania
$720K +$667K +4,133 New
46 47
48
49 50