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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OPPTF
1326
OPSEU Pension Plan Trust Fund
Ontario, Canada
$411K +$382K +2,437 New
PG
1327
Patten Group
Tennessee
$410K – – –
SPWG
1328
Sage Private Wealth Group
Illinois
$410K +$626 +4 +0.2%
HCM
1329
Howard Capital Management
Georgia
$410K +$2.98K +19 +0.3%
XWM
1330
Xcel Wealth Management
Florida
$410K +$388K +2,479 New
PWM
1331
PRW Wealth Management
Massachusetts
$410K +$388K +2,480 New
FANJ
1332
Financial Architects (New Jersey)
New Jersey
$409K – – –
AWM
1333
Aberdeen Wealth Management
Illinois
$407K – – –
CHP
1334
Cable Hill Partners
Oregon
$406K +$4.7K +30 +1%
MS
1335
Madden Securities
Texas
$405K – – –
CFA
1336
Cahill Financial Advisors
Minnesota
$405K +$157 +1 +0%
RW
1337
REDW Wealth
New Mexico
$405K +$9.24K +59 +2%
SS
1338
Simplicity Solutions
Minnesota
$404K +$86.8K +554 +29%
HAIM
1339
Hunter Associates Investment Management
Pennsylvania
$400K -$160K -1,021 -30%
MFT
1340
Moisand Fitzgerald Tamayo
Florida
$400K – – –
LIA
1341
LS Investment Advisors
Michigan
$398K -$2.04M -13,053 -84%
MWA
1342
Meridian Wealth Advisors
Texas
$398K – – –
SFG
1343
Sunburst Financial Group
Alabama
$398K +$4.7K +30 +1%
MIC
1344
Means Investment Company
Maine
$397K -$2.82K -18 -0.7%
CIM
1345
Confluence Investment Management
Missouri
$397K – – –
PP
1346
Palladium Partners
Virginia
$397K +$15.7K +100 +4%
JFA
1347
JNBA Financial Advisors
Minnesota
$395K +$19.6K +125 +6%
GP
1348
Girard Partners
Pennsylvania
$394K +$374K +2,385 New
BHWM
1349
Bar Harbor Wealth Management
New Hampshire
$392K -$8.93K -57 -2%
PCG
1350
Private Capital Group
Connecticut
$391K -$19.7K -126 -5%
52 53
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55 56