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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1476
Camarda Financial Advisors
Florida
$253K +$236K +1,788 New
BG
1477
Bahl & Gaynor
Ohio
$252K -$7.27K -55 -3%
LWM
1478
Liberty Wealth Management
California
$252K – – –
LI
1479
Lafayette Investments
Maryland
$251K -$105K -794 -31%
GIA
1480
Granite Investment Advisors
New Hampshire
$251K -$5.95K -45 -2%
TAM
1481
Trillium Asset Management
Massachusetts
$251K -$2.51K -19 -1%
HWA
1482
HCR Wealth Advisors
California
$250K -$79.3K -600 -25%
PAMG
1483
Patton Albertson Miller Group
Tennessee
$250K -$38.6K -292 -14%
FM
1484
Foster & Motley
Ohio
$250K -$6.47K -49 -3%
HWA
1485
HHM Wealth Advisors
Tennessee
$250K +$17.2K +130 +8%
DBIA
1486
Dumont & Blake Investment Advisors
New Jersey
$249K – – –
ZCI
1487
Zevenbergen Capital Investments
Washington
$249K – – –
FC
1488
Ferris Capital
Massachusetts
$248K – – –
KLI
1489
Kelman-Lazarov Inc
Tennessee
$248K – – –
W
1490
Wealthquest
Ohio
$243K -$4.23K -32 -2%
IRC
1491
Investors Research Corp
Georgia
$242K -$66.1K -500 -23%
CL
1492
CPWM LLC
Washington
$242K +$226K +1,708 New
FPW
1493
Flagship Private Wealth
Massachusetts
$242K -$132 -1 -0.1%
PIM
1494
Perpetual Investment Management
Australia
$241K +$226K +1,710 New
FCA
1495
FinTrust Capital Advisors
South Carolina
$239K +$19.8K +150 +10%
SN
1496
Sittner & Nelson
Oregon
$238K +$132 +1 +0.1%
BOM
1497
Bank of Marin
California
$237K – – –
GCP
1498
GSA Capital Partners
United Kingdom
$237K +$221K +1,673 New
AAIM
1499
Asset Advisors Investment Management
Georgia
$236K +$211K +1,600 New
LWA
1500
Lineweaver Wealth Advisors
Ohio
$236K +$221K +1,670 New
58 59
60
61 62