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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1401
EverSource Wealth Advisors
Alabama
$452K +$64.7K +390 +17%
PHS
1402
Pekin Hardy Strauss
Illinois
$451K -$57.4K -346 -11%
AWA
1403
Authentikos Wealth Advisory
California
$450K +$506K +3,049 New
EWM
1404
Empirical Wealth Management
Washington
$450K +$67.7K +408 +18%
SWS
1405
SYSTM Wealth Solutions
Illinois
$450K -$434K -2,619 -49%
IA
1406
IFP Advisors
Florida
$450K -$701K -4,226 -44%
GAM
1407
Garrison Asset Management
Arkansas
$450K +$7.46K +45 +2%
RWM
1408
Revisor Wealth Management
Ohio
$449K +$452K +2,722 New
SSWM
1409
Sheets Smith Wealth Management
North Carolina
$448K +$450K +2,714 New
WAP
1410
Wealthcare Advisory Partners
Pennsylvania
$445K +$65.9K +397 +17%
KA
1411
Kozak & Associates
Colorado
$442K +$1.16K +7 +0.3%
TSWM
1412
Triangle Securities Wealth Management
North Carolina
$441K – – –
CM
1413
Castleark Management
Illinois
$441K – – –
RP
1414
Riverbridge Partners
Minnesota
$441K – – –
MAM
1415
McLean Asset Management
Virginia
$440K -$8.13K -49 -2%
AC
1416
ASB Consultores
Florida
$440K +$443K +2,668 New
SFI
1417
SPC Financial Inc
Maryland
$439K – – –
ICG
1418
InterOcean Capital Group
Tennessee
$439K -$323K -1,949 -42%
RW
1419
REDW Wealth
New Mexico
$438K +$43.6K +263 +11%
ASFA
1420
All Season Financial Advisors
Colorado
$438K +$440K +2,654 New
CAL
1421
Capital Analysts LLC
Pennsylvania
$436K -$14.3K -86 -3%
LFG
1422
Larson Financial Group
Missouri
$436K +$388K +2,339 +775%
DF
1423
Donoghue Forlines
Massachusetts
$433K +$436K +2,626 New
BG
1424
Benedetti & Gucer
Georgia
$433K +$55.7K +336 +15%
FCBT
1425
First Citizens Bank & Trust
North Carolina
$433K -$12.4K -75 -3%
55 56
57
58 59