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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
1401
Regal Wealth Group
California
$18K – – –
WWMSC
1402
Wagner Wealth Management (South Carolina)
South Carolina
$18K +$969 +10 +6%
KCPG
1403
Kavar Capital Partners Group
Kansas
$16K +$17K +175 New
SP
1404
SWS Partners
Ohio
$15K – – –
BG
1405
Bollard Group
Massachusetts
$15K +$97 +1 +0.6%
WDL
1406
Well Done LLC
Michigan
$15K +$15.4K +159 New
BL
1407
Balentine LLC
Georgia
$14K -$860K -8,881 -98%
CIM
1408
Contravisory Investment Management
Massachusetts
$14K – – –
PWAG
1409
Polaris Wealth Advisory Group
California
$14K +$14.2K +147 New
OGC
1410
Oak Grove Capital
New Hampshire
$14K +$14.5K +150 New
BWL
1411
Bogart Wealth LLC
Virginia
$13K -$1.55K -16 -10%
FRA
1412
Front Row Advisors
California
$12K +$1.06K +11 +9%
AFIA
1413
America First Investment Advisors
Nebraska
$11K – – –
BBA
1414
Braun-Bostich & Associates
Pennsylvania
$11K – – –
TFA
1415
Transamerica Financial Advisors
Florida
$10K -$8.23M -84,994 -100%
HR
1416
Howe & Rusling
New York
$10K -$2.71K -28 -20%
SCA
1417
Stuart Chaussee & Associates
California
$9K – – –
TWMP
1418
Taylor Wealth Management Partners
Massachusetts
$9K – – –
ME
1419
McIlrath & Eck
Washington
$9K +$484 +5 +6%
PFO
1420
Pathstone Family Office
New Jersey
$9K +$9.4K +97 New
POIA
1421
Pin Oak Investment Advisors
Texas
$8K – – –
TJHA
1422
Thomas J. Herzfeld Advisors
Florida
$8K – – –
CBT
1423
Capital Bank & Trust
California
$7K -$82.3K -850 -92%
WWM
1424
Willingdon Wealth Management
North Carolina
$7K – – –
LWA
1425
Lenox Wealth Advisors
New York
$7K +$6.78K +70 New
55 56
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58 59