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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1601
Valley Wealth Managers
New Jersey
$347K – – –
RWP
1602
Ridgecrest Wealth Partners
California
$345K -$9.03K -50 -3%
FCA
1603
FinTrust Capital Advisors
South Carolina
$345K +$15.2K +84 +5%
NA
1604
Nottingham Advisors
New York
$344K – – –
AAS
1605
Annex Advisory Services
Wisconsin
$343K -$449K -2,487 -58%
SWM
1606
Stockman Wealth Management
Montana
$343K – – –
BCM
1607
BTC Capital Management
Iowa
$342K – – –
NCM
1608
Northside Capital Management
Oregon
$338K – – –
MPPLM
1609
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$338K +$27.8K +154 +9%
CNBTD
1610
Citizens National Bank Trust Department
Mississippi
$338K +$54.2K +300 +18%
FBT
1611
First Bankers Trust
Kentucky
$337K -$72.2K -400 -18%
FFA
1612
Founders Financial Alliance
North Carolina
$337K -$2.53K -14 -0.8%
JDR
1613
Jay D. Rosenbaum
$337K – – –
FM
1614
Foster & Motley
Ohio
$337K +$16.6K +92 +5%
WAOTB
1615
Wealth Advisors of Tampa Bay
Florida
$336K -$70.4K -390 -18%
SWA
1616
Stratos Wealth Advisors
Ohio
$336K +$1.81K +10 +0.6%
ACM
1617
AlphaCrest Capital Management
New York
$334K -$4.92M -27,259 -94%
WWM
1618
Wolff Wiese Magana
California
$334K -$8.31K -46 -3%
MFG
1619
Menard Financial Group
Texas
$334K +$323K +1,788 New
FBFS
1620
First Business Financial Services
Wisconsin
$333K +$27.1K +150 +9%
HWA
1621
HCR Wealth Advisors
California
$332K – – –
SW
1622
Solidarity Wealth
Utah
$332K +$321K +1,775 New
NRI
1623
NFP Retirement Inc
California
$331K +$320K +1,772 New
HWA
1624
HHM Wealth Advisors
Tennessee
$331K – – –
CS
1625
Comerica Securities
Michigan
$330K +$46.8K +259 +17%
63 64
65
66 67