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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1426
Westmount Partners
California
$894K +$139K +470 +16%
ACGA
1427
Atlanta Consulting Group Advisors
Georgia
$893K – – –
SIC
1428
Sigma Investment Counselors
Michigan
$889K – – –
SWM
1429
Sendero Wealth Management
Texas
$888K -$57.6K -195 -6%
RIA
1430
Richwood Investment Advisors
Ohio
$885K -$32.5K -110 -3%
HCM
1431
Howard Capital Management
Georgia
$885K -$138K -468 -12%
SIM
1432
Seaview Investment Managers
Florida
$884K +$971K +3,286 New
AIM
1433
Aspen Investment Management
Michigan
$884K -$8.87K -30 -0.9%
KFS
1434
Kurt F. Somerville
$884K +$10.3K +35 +1%
BF
1435
Brucke Financial
Indiana
$883K +$61.2K +207 +7%
MFA
1436
Mayflower Financial Advisors
Massachusetts
$881K -$36.7K -124 -4%
PHS
1437
Pekin Hardy Strauss
Illinois
$880K +$7.39K +25 +0.8%
CA
1438
Capital Advantage
California
$880K – – –
ACM
1439
Aljian Capital Management
Nevada
$880K +$1.48K +5 +0.2%
GKWIM
1440
Gerber Kawasaki Wealth & Investment Management
California
$880K +$41.1K +139 +4%
CCA
1441
Cadent Capital Advisors
Oklahoma
$879K +$142K +479 +17%
CA
1442
Continuum Advisory
Idaho
$878K +$47.6K +161 +5%
CTC
1443
Cetera Trust Company
Minnesota
$877K – – –
HFM
1444
Hartford Financial Management
Connecticut
$877K – – –
BG
1445
Bahl & Gaynor
Ohio
$877K +$520K +1,760 +117%
SAI
1446
Savvy Advisors Inc
New York
$876K +$266K +899 +38%
UCB
1447
United Community Bank
South Carolina
$875K +$14.5K +49 +2%
VV
1448
Verity & Verity
South Carolina
$872K -$37.2K -126 -4%
IAIM
1449
International Assets Investment Management
Florida
$871K +$7.68K +26 +0.8%
EW
1450
Elyxium Wealth
California
$871K +$957K +3,238 New
56 57
58
59 60