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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1451
DFPG Investments
Utah
$323K – – –
WIA
1452
Westbourne Investment Advisors
Maryland
$322K +$361K +2,388 New
IAN
1453
Integrated Advisors Network
Texas
$321K -$152K -1,003 -30%
CCA
1454
Childress Capital Advisors
Texas
$321K -$33.5K -221 -9%
WCG
1455
Weaver Consulting Group
California
$317K -$1.06K -7 -0.3%
GWANC
1456
Guardian Wealth Advisors (North Carolina)
North Carolina
$316K +$18.5K +122 +5%
JFA
1457
JNBA Financial Advisors
Minnesota
$315K -$15.1K -100 -4%
MSA
1458
Marino Stram & Associates
Massachusetts
$314K +$5.45K +36 +2%
EFG
1459
Everhart Financial Group
Ohio
$314K +$96.1K +635 +37%
AP
1460
Adero Partners
California
$313K +$5.6K +37 +2%
WA
1461
Wealth Architects
California
$312K -$16.8K -111 -5%
CCA
1462
Cadent Capital Advisors
Oklahoma
$312K +$151 +1 +0%
MWM
1463
Merriman Wealth Management
Washington
$312K +$350K +2,315 New
NLP
1464
Next Level Private
New York
$311K -$3.09M -20,407 -90%
ATC
1465
Adirondack Trust Company
New York
$311K +$10.1K +67 +3%
BDF
1466
Balasa Dinverno & Foltz
$311K +$97.6K +645 +39%
MBTD
1467
Mechanics Bank - Trust Department
California
$310K -$7.57K -50 -2%
CHAM
1468
Clear Harbor Asset Management
Connecticut
$310K -$4.09K -27 -1%
OPOWM
1469
One Plus One Wealth Management
Florida
$310K – – –
VWA
1470
V Wealth Advisors
Kansas
$309K -$326K -2,153 -48%
SPWG
1471
Sage Private Wealth Group
Illinois
$309K -$1.51K -10 -0.4%
BG
1472
Benedetti & Gucer
Georgia
$309K – – –
HA
1473
HFG Advisors
Ohio
$309K – – –
MRCM
1474
M&R Capital Management
New Jersey
$309K +$303 +2 +0.1%
RMDI
1475
R.M. Davis Inc
Maine
$308K +$125K +823 +56%
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60 61