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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
1401
Graves Light Lenhart Wealth
Virginia
$510K -$71.7K -397 -13%
SC
1402
Sierra Capital
Florida
$507K +$3.79K +21 +0.8%
CCG
1403
Cypress Capital Group
Florida
$507K +$6.14K +34 +1%
CA
1404
Claris Advisors
Missouri
$506K – – –
MMG
1405
Monetary Management Group
Missouri
$505K -$135K -750 -22%
BFPW
1406
BOK Financial Private Wealth
Colorado
$505K +$157K +869 +47%
PIA
1407
Pinion Investment Advisors
Kansas
$505K +$488K +2,700 New
NSIM
1408
North Star Investment Management
Illinois
$504K -$1.45K -8 -0.3%
CP
1409
Cumberland Partners
Ontario, Canada
$503K +$7.22K +40 +2%
PCG
1410
Private Capital Group
Connecticut
$502K +$60.3K +334 +14%
MA
1411
MCF Advisors
Kentucky
$499K +$482K +2,670 New
MAM
1412
McLean Asset Management
Virginia
$497K +$15.7K +87 +3%
SWM
1413
Scissortail Wealth Management
Oklahoma
$493K – – –
RCG
1414
Regatta Capital Group
California
$492K -$16.6K -92 -3%
RIG
1415
Roosevelt Investment Group
New York
$492K – – –
PWA
1416
Phoenix Wealth Advisors
North Carolina
$491K +$39.2K +217 +9%
BA
1417
Ballast Advisors
Minnesota
$490K – – –
WCG
1418
Weaver Consulting Group
California
$489K – – –
PCMC
1419
Paragon Capital Management (Colorado)
Colorado
$488K – – –
SDWMA
1420
Schneider Downs Wealth Management Advisors
Pennsylvania
$487K +$46.1K +255 +11%
OWA
1421
Outlook Wealth Advisors
Texas
$486K -$1.63K -9 -0.3%
WB
1422
Webster Bank
Connecticut
$486K – – –
SLA
1423
Silver Lake Advisory
Utah
$485K +$361 +2 +0.1%
CHP
1424
Cable Hill Partners
Oregon
$484K +$19.3K +107 +4%
CAL
1425
Capital Analysts LLC
Pennsylvania
$484K +$43.5K +241 +10%
55 56
57
58 59