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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1201
MOTCO
Texas
$272K – – –
NL
1202
NWAM LLC
Washington
$271K -$40.8K -390 -12%
VBFG
1203
Vishria Bird Financial Group
Tennessee
$271K – – –
ACM
1204
AlphaStar Capital Management
North Carolina
$270K -$30.8K -294 -9%
AAS
1205
Avantax Advisory Services
Texas
$268K +$293K +2,796 New
MIP
1206
Marietta Investment Partners
Wisconsin
$267K – – –
RHAM
1207
Round Hill Asset Management
California
$267K – – –
TL
1208
Tirschwell & Loewy
New York
$267K – – –
NFG
1209
Nations Financial Group
Iowa
$267K +$314 +3 +0.1%
SFS
1210
Strategic Financial Services
New York
$267K +$48.7K +465 +20%
AA
1211
Advisory Alpha
Michigan
$267K +$265K +2,534 New
JA
1212
JOYN Advisors
Georgia
$266K -$52.2K -499 -15%
NCM
1213
Nelson Capital Management
California
$266K – – –
AI
1214
Accredited Investors
Minnesota
$264K -$10.5K -100 -3%
PTB
1215
Pioneer Trust Bank
Oregon
$264K – – –
MCMT
1216
Moon Capital Management (Tennessee)
Tennessee
$264K +$105 +1 +0%
GBT
1217
Grove Bank & Trust
Florida
$263K +$1.47K +14 +0.5%
LJHT
1218
Laurie J. Hall Trustee
$262K -$22.8K -218 -8%
MWM
1219
Mission Wealth Management
California
$262K -$7.43K -71 -3%
AP
1220
Appleton Partners
Massachusetts
$261K -$8.89K -85 -3%
OA
1221
Oxbow Advisors
Texas
$261K – – –
IWM
1222
IHT Wealth Management
Illinois
$261K +$79K +755 +38%
PCMC
1223
Paragon Capital Management (Colorado)
Colorado
$260K – – –
GBBWRPM
1224
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$258K +$1.05K +10 +0.4%
NIM
1225
NuWave Investment Management
New Jersey
$258K +$54.6K +522 +24%
47 48
49
50 51