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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1401
Sierra Capital
Florida
$507K +$3.79K +21 +0.8%
CCG
1402
Cypress Capital Group
Florida
$507K +$6.14K +34 +1%
CA
1403
Claris Advisors
Missouri
$506K – – –
MMG
1404
Monetary Management Group
Missouri
$505K -$135K -750 -22%
BFPW
1405
BOK Financial Private Wealth
Colorado
$505K +$157K +869 +47%
PIA
1406
Pinion Investment Advisors
Kansas
$505K +$488K +2,700 New
NSIM
1407
North Star Investment Management
Illinois
$504K -$1.45K -8 -0.3%
CP
1408
Cumberland Partners
Ontario, Canada
$503K +$7.22K +40 +2%
PCG
1409
Private Capital Group
Connecticut
$502K +$60.3K +334 +14%
MA
1410
MCF Advisors
Kentucky
$499K +$482K +2,670 New
MAM
1411
McLean Asset Management
Virginia
$497K +$15.7K +87 +3%
SWM
1412
Scissortail Wealth Management
Oklahoma
$493K – – –
RCG
1413
Regatta Capital Group
California
$492K -$16.6K -92 -3%
RIG
1414
Roosevelt Investment Group
New York
$492K – – –
PWA
1415
Phoenix Wealth Advisors
North Carolina
$491K +$39.2K +217 +9%
BA
1416
Ballast Advisors
Minnesota
$490K – – –
WCG
1417
Weaver Consulting Group
California
$489K – – –
PCMC
1418
Paragon Capital Management (Colorado)
Colorado
$488K – – –
SDWMA
1419
Schneider Downs Wealth Management Advisors
Pennsylvania
$487K +$46.1K +255 +11%
OWA
1420
Outlook Wealth Advisors
Texas
$486K -$1.63K -9 -0.3%
WB
1421
Webster Bank
Connecticut
$486K – – –
SLA
1422
Silver Lake Advisory
Utah
$485K +$361 +2 +0.1%
CHP
1423
Cable Hill Partners
Oregon
$484K +$19.3K +107 +4%
CAL
1424
Capital Analysts LLC
Pennsylvania
$484K +$43.5K +241 +10%
SFI
1425
SPC Financial Inc
Maryland
$483K – – –
55 56
57
58 59