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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1651
Independent Solutions Wealth Management
New York
$265K – – –
WAP
1652
Wealthcare Advisory Partners
Pennsylvania
$265K -$8.02K -47 -3%
SMC
1653
Smith, Moore & Co
Missouri
$265K +$17.9K +105 +7%
SWA
1654
SFMG Wealth Advisors
Texas
$264K +$512 +3 +0.2%
PCWA
1655
Pacific Capital Wealth Advisors
California
$264K +$33.3K +195 +14%
BFG
1656
Bouchey Financial Group
New York
$263K +$274K +1,608 New
PA
1657
Probity Advisors
Texas
$262K -$33.6K -197 -11%
CAAS
1658
Capital Asset Advisory Services
Michigan
$262K -$24.4K -143 -8%
MJP
1659
Michael J. Puzo
$262K – – –
OIA
1660
Optimum Investment Advisors
Illinois
$262K – – –
TI
1661
Truehand Inc
New Hampshire
$262K – – –
AAIM
1662
Asset Advisors Investment Management
Georgia
$262K +$273K +1,600 New
VI
1663
Versor Investments
New York
$262K +$273K +1,600 New
CF
1664
Corrigan Financial
Rhode Island
$262K +$171 +1 +0.1%
CIP
1665
Convergence Investment Partners
Florida
$261K -$11.1K -65 -4%
BBNB
1666
Baker Boyer National Bank
Washington
$261K +$272K +1,593 New
RIM
1667
Reliant Investment Management
Tennessee
$259K -$92.9K -545 -26%
FANJ
1668
Financial Architects (New Jersey)
New Jersey
$258K -$8.19K -48 -3%
AWA
1669
Acorn Wealth Advisors
Michigan
$258K – – –
LJHT
1670
Laurie J. Hall Trustee
$258K – – –
MSCM
1671
McElhenny Sheffield Capital Management
Texas
$258K – – –
UBV
1672
United Bank (Virginia)
Virginia
$258K – – –
NB
1673
Northwest Bancshares
Pennsylvania
$257K -$3.41K -20 -1%
KTC
1674
Kistler-Tiffany Companies
Pennsylvania
$256K +$11.1K +65 +4%
SC
1675
Schubert & Co
Texas
$256K +$266K +1,562 New
65 66
67
68 69