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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1626
Canton Hathaway
Rhode Island
$257K – – –
KLI
1627
Kelman-Lazarov Inc
Tennessee
$257K +$17.7K +107 +6%
RWP
1628
Ridgecrest Wealth Partners
California
$256K – – –
NA
1629
Nottingham Advisors
New York
$255K – – –
FMC
1630
First Merchants Corp
Indiana
$255K +$304K +1,838 New
SWM
1631
Stockman Wealth Management
Montana
$254K – – –
SCA
1632
Stonebridge Capital Advisors
Minnesota
$253K -$8.26K -50 -3%
KFSC
1633
Keystone Financial Services (Colorado)
Colorado
$253K +$8.75K +53 +3%
PCM
1634
Parsons Capital Management
Rhode Island
$252K -$24.8K -150 -8%
CS
1635
Comerica Securities
Michigan
$252K +$7.1K +43 +2%
SWA
1636
Stratos Wealth Advisors
Ohio
$251K +$1.65K +10 +0.6%
DA
1637
DSC Advisors
Illinois
$251K +$7.6K +46 +3%
FBT
1638
First Bankers Trust
Kentucky
$250K – – –
JDR
1639
Jay D. Rosenbaum
$250K – – –
NCM
1640
Northside Capital Management
Oregon
$250K – – –
WAOTB
1641
Wealth Advisors of Tampa Bay
Florida
$250K – – –
TTWM
1642
TCV Trust & Wealth Management
Virginia
$250K +$48.7K +295 +20%
FPAS
1643
Focus Partners Advisor Solutions
Missouri
$249K +$10.9K +66 +4%
HWA
1644
HCR Wealth Advisors
California
$247K – – –
CGFA
1645
Colton Groome Financial Advisors
North Carolina
$247K +$99.1K +600 +51%
LI
1646
LMCG Investments
Massachusetts
$246K -$40K -242 -12%
HPWM
1647
Highland Private Wealth Management
Washington
$245K -$27.4K -166 -9%
HFS
1648
Hantz Financial Services
Michigan
$245K -$23.3K -141 -7%
ACM
1649
Allred Capital Management
Texas
$245K -$21.1K -128 -7%
HWA
1650
HHM Wealth Advisors
Tennessee
$245K – – –
64 65
66
67 68