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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TLP
1226
Trinity Legacy Partners
Texas
$776K +$65.9K +365 +10%
B
1227
Barings
North Carolina
$775K +$43.2K +239 +6%
HBT
1228
Hills Bank & Trust
Iowa
$773K – – –
BDFN
1229
Bond & Devick Financial Network
Minnesota
$770K – – –
IWA
1230
Intercontinental Wealth Advisors
Texas
$769K -$178K -986 -19%
AF
1231
Allworth Financial
California
$767K +$317K +1,758 +75%
WA
1232
WBH Advisory
Maryland
$766K -$80.9K -448 -10%
SF
1233
Symphony Financial
Texas
$763K +$42.3K +234 +6%
CA
1234
Centerpoint Advisors
Massachusetts
$759K -$3.61K -20 -0.5%
SVWAG
1235
Sound View Wealth Advisors Group
Georgia
$758K +$722 +4 +0.1%
KFS
1236
Kurt F. Somerville
$753K -$22.6K -125 -3%
MWM
1237
Meridian Wealth Management
Kentucky
$752K +$47.5K +263 +7%
OC
1238
Oakworth Capital
Alabama
$750K – – –
MUAMU
1239
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$748K -$2.89M -16,000 -80%
MFS
1240
Monetta Financial Services
Illinois
$748K +$722K +4,000 New
BIM
1241
Baldwin Investment Management
Pennsylvania
$744K – – –
CB
1242
Cadence Bank
Mississippi
$740K -$3.12M -17,257 -81%
FAFN
1243
First Affirmative Financial Network
Colorado
$740K -$43.7K -242 -6%
DF
1244
Donoghue Forlines
Massachusetts
$735K +$710K +3,930 New
PTP
1245
Platform Technology Partners
New York
$729K -$32.7K -181 -4%
MIM
1246
MTM Investment Management
South Carolina
$728K – – –
MIM
1247
Merrion Investment Management
New Jersey
$727K – – –
VCP
1248
Verus Capital Partners
Arizona
$726K +$778K +4,308 New
AFP
1249
Ausdal Financial Partners
Iowa
$724K +$217K +1,202 +45%
CANC
1250
Culbertson A N & Co
Virginia
$722K -$32.5K -180 -4%
48 49
50
51 52