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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1526
Wealth Architects
California
$323K -$4.74K -29 -1%
CT
1527
Columbia Trust
Oregon
$323K +$818 +5 +0.2%
YC
1528
Yarbrough Capital
Tennessee
$322K – – –
AC
1529
ASB Consultores
Florida
$322K -$82.3K -503 -19%
WPC
1530
Waters Parkerson & Co
Louisiana
$322K – – –
BSB
1531
Bangor Savings Bank
Maine
$322K -$24.5K -150 -6%
SFG
1532
StrategIQ Financial Group
Indiana
$322K -$18.3K -112 -5%
EBA
1533
Eagle Bay Advisors
New York
$322K +$67.4K +412 +24%
NLP
1534
Next Level Private
New York
$322K – – –
GIM
1535
Greylin Investment Management
Virginia
$321K – – –
WS
1536
Wela Strategies
Georgia
$320K +$351K +2,146 New
SWM
1537
Silverlake Wealth Management
Vermont
$320K – – –
AO
1538
Advisor OS
Illinois
$320K -$7.69K -47 -2%
DCM
1539
Donaldson Capital Management
Indiana
$319K -$9.16K -56 -3%
LFAS
1540
Level Four Advisory Services
Texas
$319K -$66.6K -407 -16%
OWA
1541
Opal Wealth Advisors
New York
$316K +$50.7K +310 +17%
CIM
1542
Contravisory Investment Management
Massachusetts
$316K -$17.2K -105 -5%
SPWG
1543
Sage Private Wealth Group
Illinois
$316K +$7.36K +45 +2%
LSPW
1544
Lake Street Private Wealth
Illinois
$315K +$11K +67 +3%
HA
1545
HC Advisors
Georgia
$315K +$164 +1 +0%
BCM
1546
Blume Capital Management
California
$315K – – –
AWM
1547
Aberdeen Wealth Management
Illinois
$315K – – –
TA
1548
Trellis Advisors
Washington
$315K +$1.15K +7 +0.3%
CBT
1549
Central Bank & Trust
Kentucky
$314K – – –
HBW
1550
Hazlett, Burt & Watson
West Virginia
$314K -$7.85K -48 -2%
60 61
62
63 64