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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1526
Aberdeen Wealth Management
Illinois
$368K – – –
CBT
1527
Central Bank & Trust
Kentucky
$367K +$12.1K +75 +4%
TA
1528
Trellis Advisors
Washington
$366K -$5.65K -35 -2%
CAI
1529
Capital Advisors Inc
Oklahoma
$366K +$141K +874 +71%
SNBOSD
1530
Security National Bank of So Dak
Iowa
$366K +$339K +2,100 New
SPA
1531
Sherbrooke Park Advisers
New York
$366K +$339K +2,100 New
TFA
1532
Toth Financial Advisory
Virginia
$366K -$27.6K -171 -8%
KIC
1533
Keating Investment Counselors
Florida
$362K -$64.5K -400 -16%
DP
1534
Dearborn Partners
Illinois
$361K +$4.84K +30 +1%
PFS
1535
Physicians Financial Services
North Carolina
$361K – – –
SPWG
1536
Sage Private Wealth Group
Illinois
$361K -$12.1K -75 -3%
WCM
1537
Whitener Capital Management
North Carolina
$359K – – –
OFG
1538
Oxford Financial Group
Indiana
$359K +$332K +2,059 New
RCA
1539
Ranch Capital Advisors
Florida
$358K +$161 +1 +0%
FWIA
1540
Fort Washington Investment Advisors
Ohio
$357K -$32.3K -200 -9%
BLC
1541
Brown, Lisle/Cummings
Rhode Island
$357K +$27.8K +172 +9%
FPFS
1542
First Personal Financial Services
North Carolina
$356K – – –
KMWM
1543
Keudell/Morrison Wealth Management
Oregon
$355K – – –
LSPW
1544
Lake Street Private Wealth
Illinois
$354K -$3.07K -19 -0.9%
GA
1545
GraniteShares Advisors
New York
$353K -$27.6K -171 -8%
PWA
1546
Phoenix Wealth Advisors
North Carolina
$353K -$1.13K -7 -0.3%
WA
1547
Waddell & Associates
Tennessee
$353K -$1.45K -9 -0.4%
CCG
1548
Cypress Capital Group
Florida
$353K +$2.74K +17 +0.8%
RWB
1549
RMR Wealth Builders
New Jersey
$352K +$7.42K +46 +2%
SPW
1550
Sonoma Private Wealth
California
$351K +$325K +2,014 New
60 61
62
63 64