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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LRPA
1301
L. Roy Papp & Associates
Arizona
$1.62M – – –
IRP
1302
Investment Research Partners
Pennsylvania
$1.62M +$83.9K +262 +6%
SIA
1303
Strategic Investment Advisors
Michigan
$1.61M -$352K -1,098 -19%
BOH
1304
Bank of Hawaii
Hawaii
$1.61M -$54.1K -169 -3%
WAP
1305
Wealthcare Advisory Partners
Pennsylvania
$1.61M +$18.6K +58 +1%
FFN
1306
Focus Financial Network
Minnesota
$1.61M +$162K +506 +12%
AA
1307
Advisory Alpha
Michigan
$1.6M +$260K +812 +21%
WF
1308
Whelan Financial
California
$1.6M +$88.7K +277 +6%
PWG
1309
Portside Wealth Group
Utah
$1.59M +$139K +434 +10%
HWM
1310
Hohimer Wealth Management
Washington
$1.59M +$54.8K +171 +4%
IAIM
1311
International Assets Investment Management
Florida
$1.59M -$25.9K -81 -2%
7WCP
1312
71 West Capital Partners
Massachusetts
$1.58M +$529K +1,652 +55%
AI
1313
Accredited Investors
Minnesota
$1.58M -$53.1K -166 -3%
FCAS
1314
First Command Advisory Services
Texas
$1.58M +$1.28K +4 +0.1%
NHC
1315
Nicholas Hoffman & Company
Georgia
$1.58M -$84.2K -263 -5%
PWM
1316
Proathlete Wealth Management
Florida
$1.58M +$15.7K +49 +1%
LNB
1317
Ledyard National Bank
$1.58M -$14.7K -46 -1%
LCM
1318
Leisure Capital Management
California
$1.57M – – –
PP
1319
Patten & Patten
Tennessee
$1.57M – – –
PK
1320
Pflug Koory
Nebraska
$1.57M – – –
WSC
1321
Wellington Shields & Co
New York
$1.56M -$143K -446 -9%
TPWM
1322
Twelve Points Wealth Management
Massachusetts
$1.55M – – –
RIA
1323
Realta Investment Advisors
Delaware
$1.55M +$134K +419 +10%
MWA
1324
Muirfield Wealth Advisors
North Carolina
$1.55M -$32.7K -102 -2%
AIP
1325
Ameritas Investment Partners
Nebraska
$1.54M -$78.4K -245 -5%
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