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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1426
Stratos Wealth Advisors
Ohio
$285K +$28.9K +219 +12%
EI
1427
Ellevest Inc
New York
$284K +$29.1K +220 +12%
HA
1428
Harbor Advisors
Florida
$283K – – –
PFS
1429
Physicians Financial Services
North Carolina
$283K – – –
BWA
1430
BDO Wealth Advisors
Florida
$282K +$210K +1,588 +391%
ICG
1431
InterOcean Capital Group
Tennessee
$282K +$263K +1,994 New
MA
1432
MCF Advisors
Kentucky
$280K -$84.8K -642 -24%
TFA
1433
Toth Financial Advisory
Virginia
$280K +$264 +2 +0.1%
WAP
1434
Wealthcare Advisory Partners
Pennsylvania
$280K +$262K +1,983 New
WTB
1435
Washington Trust Bank
Washington
$279K -$4.1K -31 -2%
PIA
1436
Perennial Investment Advisors
California
$279K +$261K +1,973 New
MFG
1437
Merit Financial Group
Georgia
$278K -$26.4K -200 -9%
VWM
1438
Valley Wealth Managers
New Jersey
$277K – – –
TC
1439
Truvestments Capital
Florida
$277K +$100K +760 +63%
AFP
1440
Ausdal Financial Partners
Iowa
$276K +$258K +1,952 New
FFA
1441
Founders Financial Alliance
North Carolina
$275K -$25.9K -196 -10%
DP
1442
Dearborn Partners
Illinois
$274K – – –
IFO
1443
Independent Family Office
New York
$273K – – –
TWM
1444
Tradition Wealth Management
Minnesota
$273K +$132 +1 +0.1%
WCM
1445
Windsor Capital Management
Arizona
$272K -$65.5K -496 -20%
CAL
1446
Capital Analysts LLC
Pennsylvania
$272K -$8.98K -68 -3%
SWM
1447
Stockman Wealth Management
Montana
$271K -$149K -1,130 -37%
TA
1448
Trellis Advisors
Washington
$270K +$661 +5 +0.3%
KAM
1449
Knightsbridge Asset Management
California
$270K +$252K +1,908 New
SDWMA
1450
Schneider Downs Wealth Management Advisors
Pennsylvania
$269K +$251K +1,903 New
56 57
58
59 60