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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1476
Perennial Investment Advisors
California
$317K +$1.34K +8 +0.4%
CA
1477
Continuum Advisory
Idaho
$317K +$107K +641 +51%
ACS
1478
Archford Capital Strategies
Illinois
$315K +$40.3K +241 +15%
BWFA
1479
Baltimore-Washington Financial Advisors
Maryland
$314K – – –
MSA
1480
Marino Stram & Associates
Massachusetts
$313K -$466K -2,789 -60%
SWM
1481
Stockman Wealth Management
Montana
$312K -$836 -5 -0.3%
FB
1482
First Bancorp
Maine
$312K +$311K +1,863 New
WCM
1483
Washington Capital Management
Washington
$312K – – –
VWM
1484
Valley Wealth Managers
New Jersey
$311K -$16.7K -100 -5%
BFPW
1485
BOK Financial Private Wealth
Colorado
$311K +$44.1K +264 +17%
WRM
1486
Weybosset Research & Management
Rhode Island
$310K -$16.7K -100 -5%
NA
1487
Nottingham Advisors
New York
$309K – – –
HC
1488
Hamilton Capital
Ohio
$309K +$308K +1,845 New
IAN
1489
Integrated Advisors Network
Texas
$308K -$15.4K -92 -5%
RFA
1490
Reilly Financial Advisors
California
$307K – – –
KWA
1491
KCS Wealth Advisory
California
$306K -$51.8K -310 -15%
CIC
1492
Carnegie Investment Counsel
Ohio
$305K – – –
WWM
1493
Wolff Wiese Magana
California
$305K +$48.7K +291 +19%
TA
1494
Trellis Advisors
Washington
$304K – – –
FFA
1495
Founders Financial Alliance
North Carolina
$304K +$1.17K +7 +0.4%
1WA
1496
180 Wealth Advisors
Washington
$303K -$60.5K -362 -17%
GWS
1497
Glassman Wealth Services
Virginia
$303K -$6.35K -38 -2%
PA
1498
Probity Advisors
Texas
$302K -$22.4K -134 -7%
W
1499
Wealthquest
Ohio
$302K -$7.19K -43 -2%
FMW
1500
Farr Miller & Washington
District of Columbia
$302K – – –
58 59
60
61 62