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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1351
WealthSource Partners
California
$299K +$25.1K +227 +10%
LA
1352
Latitude Advisors
Florida
$299K +$274K +2,471 New
WA
1353
Wealth Architects
California
$297K -$6.42K -58 -2%
NEGWA
1354
New England Guild Wealth Advisors
Connecticut
$296K – – –
CFA
1355
Cahill Financial Advisors
Minnesota
$296K +$6.31K +57 +2%
FANJ
1356
Financial Architects (New Jersey)
New Jersey
$293K – – –
M
1357
MOTCO
Texas
$292K -$30.5K -275 -10%
MWA
1358
Meridian Wealth Advisors
Texas
$292K -$5.54K -50 -2%
MFT
1359
Moisand Fitzgerald Tamayo
Florida
$292K – – –
WCM
1360
Windsor Capital Management
Arizona
$292K +$46.7K +422 +21%
MAM
1361
Magellan Asset Management
Australia
$291K +$211K +1,906 +383%
CIM
1362
Confluence Investment Management
Missouri
$290K – – –
RW
1363
REDW Wealth
New Mexico
$289K – – –
SFG
1364
Sunburst Financial Group
Alabama
$288K – – –
DCM
1365
Donaldson Capital Management
Indiana
$287K -$114K -1,030 -30%
HWA
1366
HCR Wealth Advisors
California
$286K – – –
VCM
1367
Virtue Capital Management
Tennessee
$285K -$651K -5,875 -71%
MPIA
1368
Mountain Pacific Investment Advisers
Idaho
$284K – – –
CWG
1369
Cornerstone Wealth Group
North Carolina
$284K +$443 +4 +0.2%
PF
1370
Phoenix Financial
Israel
$284K +$265K +2,390 New
BBNA
1371
Bremer Bank National Association
Minnesota
$283K -$5.54K -50 -2%
CPIG
1372
Chicago Partners Investment Group
Illinois
$282K +$3.65K +33 +1%
WB
1373
Webster Bank
Connecticut
$281K – – –
CWM
1374
Chesapeake Wealth Management
Virginia
$280K -$31.1K -281 -11%
DAS
1375
Dynamic Advisor Solutions
Arizona
$279K +$27.9K +252 +12%
53 54
55
56 57