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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1676
Global Financial Private Client
Florida
$176K – – –
KFI
1677
Key Financial Inc
Pennsylvania
$174K +$2.84K +17 +2%
FMP
1678
Financial Management Professionals
Texas
$170K +$9.7K +58 +6%
LC
1679
Lindbrook Capital
California
$169K +$3.18K +19 +2%
FGAM
1680
Financial Gravity Asset Management
Texas
$168K -$167 -1 -1%
CAM
1681
Close Asset Management
United Kingdom
$168K – – –
LB
1682
Legacy Bridge
Iowa
$168K – – –
MAWCM
1683
Mine & Arao Wealth Creation & Management
California
$168K – – –
SC
1684
Sierra Capital
Florida
$166K – – –
MGIM
1685
M&G Investment Management
United Kingdom
$165K +$11M +66,006 +7%
LPIC
1686
LeJeune Puetz Investment Counsel
Michigan
$153K +$153K +915 New
AIC
1687
Archer Investment Corporation
Indiana
$151K – – –
WBC
1688
West Branch Capital
Massachusetts
$148K – – –
CMBA
1689
C.M. Bidwell & Associates
Hawaii
$146K +$3.18K +19 +2%
LWM
1690
Liberty Wealth Management
California
$145K -$196K -1,170 -58%
BA
1691
Bellwether Advisors
Nebraska
$145K – – –
PWMG
1692
Prestige Wealth Management Group
New Jersey
$145K – – –
LWA
1693
Lenox Wealth Advisors
New York
$145K +$26.1K +156 +22%
WLPWM
1694
Walled Lake Planning & Wealth Management
Illinois
$144K +$33.6K +201 +31%
Q
1695
QVR
California
$144K +$69.7K +417 +94%
FFA
1696
Freedman Financial Associates
Massachusetts
$142K – – –
T
1697
TOBAM
France
$141K +$62.5K +374 +80%
BWM
1698
BerganKDV Wealth Management
Minnesota
$137K +$15.9K +95 +13%
ODG
1699
O'Dell Group
Ohio
$136K -$135K -806 -50%
AA
1700
Ancora Advisors
Ohio
$134K – – –
66 67
68
69 70