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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1601
KB Financial Partners
New Jersey
$283K +$33.2K +203 +12%
FPFS
1602
First Personal Financial Services
North Carolina
$283K -$24.5K -150 -7%
BBP
1603
Banco BTG Pactual
Brazil
$283K +$310K +1,894 New
KIC
1604
Keating Investment Counselors
Florida
$280K -$32.7K -200 -10%
FWM
1605
Forza Wealth Management
Florida
$280K – – –
NECFA
1606
New England Capital Financial Advisors
Connecticut
$280K +$1.15K +7 +0.4%
VV
1607
Verity & Verity
South Carolina
$280K – – –
CS
1608
Comerica Securities
Michigan
$279K +$30.9K +189 +11%
SIA
1609
SkyView Investment Advisors
New Jersey
$279K -$375K -2,293 -55%
LWM
1610
Liberty Wealth Management
California
$279K +$654 +4 +0.2%
R
1611
Rebalance
California
$277K – – –
TIM
1612
Thompson Investment Management
Wisconsin
$277K – – –
GKWIM
1613
Gerber Kawasaki Wealth & Investment Management
California
$277K -$12.6K -77 -4%
AWM
1614
Arista Wealth Management
Nevada
$276K +$1.8K +11 +0.6%
IAN
1615
Integrated Advisors Network
Texas
$276K -$18.2K -111 -6%
BAM
1616
Blueshift Asset Management
New Jersey
$276K +$302K +1,847 New
THL
1617
Tillman Hartley LLC
Colorado
$275K -$10.1K -62 -3%
LSIA
1618
LaSalle St. Investment Advisors
Illinois
$275K +$302K +1,849 New
AT
1619
Arden Trust
Delaware
$275K -$73.1K -447 -20%
FCM
1620
Family Capital Management
Michigan
$274K -$654 -4 -0.2%
IIC
1621
Integrated Investment Consultants
Michigan
$273K -$12.8K -78 -4%
FCG
1622
Financial Connections Group
California
$273K – – –
IMCOOI
1623
Investment Management Corp of Ontario (IMCO)
Canada
$272K +$90.5K +553 +43%
KAS
1624
KPP Advisory Services
Kentucky
$272K +$298K +1,821 New
AFG
1625
Atomi Financial Group
New York
$271K +$80K +489 +37%
63 64
65
66 67