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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
1326
Madden Securities
Texas
$405K – – –
CFA
1327
Cahill Financial Advisors
Minnesota
$405K +$157 +1 +0%
RW
1328
REDW Wealth
New Mexico
$405K +$9.24K +59 +2%
SS
1329
Simplicity Solutions
Minnesota
$404K +$86.8K +554 +29%
HAIM
1330
Hunter Associates Investment Management
Pennsylvania
$400K -$160K -1,021 -30%
MFT
1331
Moisand Fitzgerald Tamayo
Florida
$400K – – –
LIA
1332
LS Investment Advisors
Michigan
$398K -$2.04M -13,053 -84%
MWA
1333
Meridian Wealth Advisors
Texas
$398K – – –
SFG
1334
Sunburst Financial Group
Alabama
$398K +$4.7K +30 +1%
MIC
1335
Means Investment Company
Maine
$397K -$2.82K -18 -0.7%
CIM
1336
Confluence Investment Management
Missouri
$397K – – –
PP
1337
Palladium Partners
Virginia
$397K +$15.7K +100 +4%
JFA
1338
JNBA Financial Advisors
Minnesota
$395K +$19.6K +125 +6%
GP
1339
Girard Partners
Pennsylvania
$394K +$374K +2,385 New
BHWM
1340
Bar Harbor Wealth Management
New Hampshire
$392K -$8.93K -57 -2%
PCG
1341
Private Capital Group
Connecticut
$391K -$19.7K -126 -5%
HFS
1342
Hantz Financial Services
Michigan
$391K +$122K +778 +49%
M
1343
MOTCO
Texas
$389K – – –
CWG
1344
Cornerstone Wealth Group
North Carolina
$389K +$2.51K +16 +0.7%
AO
1345
Advisor OS
Illinois
$389K +$369K +2,355 New
CNBTD
1346
Citizens National Bank Trust Department
Mississippi
$387K -$49.3K -315 -12%
MRCM
1347
M&R Capital Management
New Jersey
$385K +$313 +2 +0.1%
SDWMA
1348
Schneider Downs Wealth Management Advisors
Pennsylvania
$384K +$66.3K +423 +22%
EI
1349
Ellevest Inc
New York
$383K +$48.4K +309 +15%
EWM
1350
EPG Wealth Management
Georgia
$380K -$31K -198 -8%
52 53
54
55 56