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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
1601
Weaver Consulting Group
California
$706K – – –
MSA
1602
Marino Stram & Associates
Massachusetts
$705K -$28.2K -98 -4%
MMG
1603
Monetary Management Group
Missouri
$705K – – –
BCG
1604
Breakwater Capital Group
New Jersey
$704K -$21K -73 -3%
CFG
1605
Cooper Financial Group
California
$703K +$190K +663 +39%
QWP
1606
Quotient Wealth Partners
Texas
$702K +$93.9K +327 +16%
MFS
1607
Miller Financial Services
Michigan
$700K +$678K +2,360 New
SAI
1608
Savvy Advisors Inc
New York
$700K +$142K +493 +26%
QFA
1609
Quantum Financial Advisors
California
$700K -$261K -910 -28%
RCG
1610
Regatta Capital Group
California
$699K -$29.9K -104 -4%
WFA
1611
WMG Financial Advisors
Tennessee
$698K -$4.88K -17 -0.7%
MFT
1612
Moisand Fitzgerald Tamayo
Florida
$694K – – –
MWA
1613
Moser Wealth Advisors
Washington
$690K – – –
RCM
1614
Raleigh Capital Management
North Carolina
$690K -$32.5K -113 -5%
PFS
1615
Physicians Financial Services
North Carolina
$689K – – –
UB
1616
Umpqua Bank
Oregon
$686K +$12.4K +43 +2%
MBTD
1617
Mechanics Bank - Trust Department
California
$684K -$105K -364 -14%
AIM
1618
Acropolis Investment Management
Missouri
$683K -$14.9K -52 -2%
SLA
1619
Silver Lake Advisory
Utah
$678K -$10.6K -37 -2%
TIA
1620
Tiemann Investment Advisors
California
$678K -$48K -167 -7%
AWM
1621
Arista Wealth Management
Nevada
$675K +$10.6K +37 +2%
PGAM
1622
Princeton Global Asset Management
New Jersey
$673K -$80.7K -281 -11%
AF
1623
Apexium Financial
Texas
$673K +$347K +1,207 +114%
CAM
1624
Covenant Asset Management
New Jersey
$671K – – –
ATFA
1625
All Terrain Financial Advisors
Minnesota
$670K – – –
63 64
65
66 67