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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1601
BDO Wealth Advisors
Florida
$314K -$20.6K -124 -6%
BIM
1602
Barton Investment Management
Pennsylvania
$313K – – –
CIG
1603
Cairn Investment Group
Washington
$313K – – –
T
1604
TCWP
Ohio
$313K -$124K -750 -28%
SWMP
1605
Signature Wealth Management Partners
New Jersey
$313K – – –
ACI
1606
Alpha Cubed Investments
California
$311K -$6.97K -42 -2%
WBC
1607
West Branch Capital
Massachusetts
$311K – – –
FWM
1608
Forza Wealth Management
Florida
$310K – – –
BLC
1609
Brown, Lisle/Cummings
Rhode Island
$309K – – –
WTB
1610
Washington Trust Bank
Washington
$309K – – –
FFP
1611
FourThought Financial Partners
Florida
$309K +$48.9K +295 +19%
NA
1612
Nottingham Advisors
New York
$308K – – –
NECFA
1613
New England Capital Financial Advisors
Connecticut
$307K +$995 +6 +0.3%
FFBTD
1614
First Financial Bank - Trust Division
Ohio
$307K +$19.9K +120 +7%
WCM
1615
Washington Capital Management
Washington
$307K – – –
LWM
1616
Liberty Wealth Management
California
$307K +$309K +1,862 New
LCWP
1617
Legacy Capital Wealth Partners
Arkansas
$307K +$309K +1,860 New
R
1618
Rebalance
California
$306K – – –
TIM
1619
Thompson Investment Management
Wisconsin
$306K – – –
BWM
1620
BNC Wealth Management
Oregon
$305K -$79K -476 -20%
RWP
1621
Ridgecrest Wealth Partners
California
$304K – – –
LSIA
1622
LaSalle St. Investment Advisors
Illinois
$304K +$306K +1,844 New
AWM
1623
Arista Wealth Management
Nevada
$303K +$166 +1 +0.1%
LB
1624
Leo Brokerage
Texas
$303K +$305K +1,836 New
FANJ
1625
Financial Architects (New Jersey)
New Jersey
$303K -$10.6K -64 -3%
63 64
65
66 67