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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1401
TRUADVICE
Florida
$342K +$3.45K +22 +1%
CST
1402
Charles Schwab Trust
Nevada
$339K – – –
GIM
1403
Greylin Investment Management
Virginia
$339K – – –
RCA
1404
Ranch Capital Advisors
Florida
$338K +$157 +1 +0%
OLA
1405
Oliver Luxxe Assets
New Jersey
$337K – – –
LWM
1406
Liberty Wealth Management
California
$335K -$20.4K -130 -6%
KB
1407
Kimelman & Baird
New York
$335K +$318K +2,029 New
FA
1408
Fiducient Advisors
Illinois
$332K -$94K -600 -23%
SFS
1409
Solitude Financial Services
Virginia
$330K -$2.04M -13,031 -87%
HA
1410
Harbor Advisors
Florida
$330K – – –
PFS
1411
Physicians Financial Services
North Carolina
$330K – – –
BWA
1412
BDO Wealth Advisors
Florida
$329K – – –
ICG
1413
InterOcean Capital Group
Tennessee
$329K – – –
AP
1414
Americana Partners
Texas
$329K +$313K +1,996 New
TFA
1415
Toth Financial Advisory
Virginia
$328K +$470 +3 +0.2%
GHA
1416
GW Henssler & Associates
Georgia
$327K -$23.5K -150 -7%
MA
1417
MCF Advisors
Kentucky
$327K -$626 -4 -0.2%
PCM
1418
Penserra Capital Management
California
$326K +$70.3K +449 +29%
SWA
1419
Stratos Wealth Advisors
Ohio
$324K -$9.24K -59 -3%
VWM
1420
Valley Wealth Managers
New Jersey
$323K – – –
LWM
1421
Laidlaw Wealth Management
New York
$323K +$306K +1,952 New
WRM
1422
Weybosset Research & Management
Rhode Island
$322K +$23.5K +150 +8%
DP
1423
Dearborn Partners
Illinois
$320K – – –
APC
1424
Aspire Private Capital
North Carolina
$320K +$97.3K +621 +47%
PA
1425
Probity Advisors
Texas
$319K -$14.4K -92 -5%
55 56
57
58 59