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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1351
Lavaca Capital
Texas
$300K -$236K -2,127 -46%
CCG
1352
Cypress Capital Group
Florida
$300K – – –
AWM
1353
Aberdeen Wealth Management
Illinois
$299K – – –
BSB
1354
Bangor Savings Bank
Maine
$299K – – –
WP
1355
WealthSource Partners
California
$299K +$25.1K +227 +10%
LA
1356
Latitude Advisors
Florida
$299K +$274K +2,471 New
WA
1357
Wealth Architects
California
$297K -$6.42K -58 -2%
NEGWA
1358
New England Guild Wealth Advisors
Connecticut
$296K – – –
CFA
1359
Cahill Financial Advisors
Minnesota
$296K +$6.31K +57 +2%
FANJ
1360
Financial Architects (New Jersey)
New Jersey
$293K – – –
M
1361
MOTCO
Texas
$292K -$30.5K -275 -10%
MWA
1362
Meridian Wealth Advisors
Texas
$292K -$5.54K -50 -2%
MFT
1363
Moisand Fitzgerald Tamayo
Florida
$292K – – –
WCM
1364
Windsor Capital Management
Arizona
$292K +$46.7K +422 +21%
MAM
1365
Magellan Asset Management
Australia
$291K +$211K +1,906 +383%
CIM
1366
Confluence Investment Management
Missouri
$290K – – –
RW
1367
REDW Wealth
New Mexico
$289K – – –
SFG
1368
Sunburst Financial Group
Alabama
$288K – – –
DCM
1369
Donaldson Capital Management
Indiana
$287K -$114K -1,030 -30%
HWA
1370
HCR Wealth Advisors
California
$286K – – –
VCM
1371
Virtue Capital Management
Tennessee
$285K -$651K -5,875 -71%
MPIA
1372
Mountain Pacific Investment Advisers
Idaho
$284K – – –
CWG
1373
Cornerstone Wealth Group
North Carolina
$284K +$443 +4 +0.2%
PF
1374
Phoenix Financial
Israel
$284K +$265K +2,390 New
BBNA
1375
Bremer Bank National Association
Minnesota
$283K -$5.54K -50 -2%
53 54
55
56 57