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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1626
Regal Investment Advisors
Michigan
$227K +$22.9K +151 +10%
SWM
1627
Spire Wealth Management
Virginia
$226K -$473K -3,126 -65%
BOM
1628
Bank of Marin
California
$226K – – –
OA
1629
Oxbow Advisors
Texas
$226K – – –
NRI
1630
NFP Retirement Inc
California
$225K – – –
IAIM
1631
Industrial Alliance Investment Management
Quebec, Canada
$224K -$61K -403 -20%
HFS
1632
Hantz Financial Services
Michigan
$224K -$15.1K -100 -6%
I
1633
IMPACTfolio
Colorado
$224K -$9.84K -65 -4%
FPW
1634
Flagship Private Wealth
Massachusetts
$223K – – –
WA1
1635
Wimmer Associates 1
California
$223K – – –
1WA
1636
180 Wealth Advisors
Washington
$223K +$250K +1,651 New
RWB
1637
RMR Wealth Builders
New Jersey
$222K +$13K +86 +6%
WWM
1638
Windsor Wealth Management
Indiana
$221K -$4.69K -31 -2%
HI
1639
Hudock Inc
Pennsylvania
$221K – – –
HR
1640
Howe & Rusling
New York
$221K +$1.97K +13 +0.8%
AWM
1641
Accel Wealth Management
Iowa
$220K -$3.63K -24 -2%
FBFS
1642
First Business Financial Services
Wisconsin
$220K – – –
HWM
1643
Hemington Wealth Management
Virginia
$220K +$2.27K +15 +0.9%
WP
1644
WealthSpring Partners
California
$220K +$247K +1,629 New
PP
1645
PDS Planning
Ohio
$219K -$58.1K -384 -19%
SC
1646
Schubert & Co
Texas
$219K +$1.97K +13 +0.8%
FOA
1647
Five Oceans Advisors
California
$217K +$243K +1,606 New
CF
1648
Corrigan Financial
Rhode Island
$216K +$151 +1 +0.1%
AAIM
1649
Asset Advisors Investment Management
Georgia
$216K – – –
MJP
1650
Michael J. Puzo
$216K – – –
64 65
66
67 68