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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWTC
1676
Laird Norton Wetherby Trust Company
Washington
$235K +$236K +1,592 New
ISWM
1677
Independent Solutions Wealth Management
New York
$235K – – –
MA
1678
MBA Advisors
Pennsylvania
$234K +$235K +1,587 New
MSCM
1679
McElhenny Sheffield Capital Management
Texas
$234K +$2.22K +15 +0.9%
CPIA
1680
Cornell Pochily Investment Advisors
New York
$234K +$445 +3 +0.2%
ECA
1681
Elevated Capital Advisors
Utah
$233K -$593 -4 -0.3%
FFP
1682
FourThought Financial Partners
Florida
$233K +$234K +1,577 New
BA
1683
Bridgewater Associates
Connecticut
$233K +$233K +1,575 New
CAAS
1684
Capital Asset Advisory Services
Michigan
$233K -$3.41K -23 -1%
AAG
1685
Armstrong Advisory Group
Massachusetts
$232K +$233K +1,571 New
HIG
1686
Heritage Investment Group
Florida
$232K -$73.8K -498 -24%
MSWM
1687
McGlone Suttner Wealth Management
Wisconsin
$232K +$232K +1,568 New
LFS
1688
Legacy Financial Strategies
Kansas
$231K – – –
FC
1689
Forte Capital
New York
$231K +$7.11K +48 +3%
SLG
1690
Stanley-Laman Group
Pennsylvania
$230K +$231K +1,558 New
RIM
1691
Reliant Investment Management
Tennessee
$230K – – –
BFG
1692
Bouchey Financial Group
New York
$230K +$231K +1,556 New
GDP
1693
Great Diamond Partners
Maine
$230K +$1.78K +12 +0.8%
PCP
1694
Proficio Capital Partners
Massachusetts
$230K +$6.37K +43 +3%
VCM
1695
Vivaldi Capital Management
Illinois
$230K +$7.26K +49 +3%
KLI
1696
Kelman-Lazarov Inc
Tennessee
$229K – – –
FM
1697
Foster & Motley
Ohio
$229K +$229K +1,548 New
AAS
1698
Annex Advisory Services
Wisconsin
$227K -$29.3K -198 -11%
WCFA
1699
Walkner Condon Financial Advisors
Wisconsin
$227K +$227K +1,534 New
ASA
1700
Armstrong Shaw Associates
Connecticut
$227K – – –
66 67
68
69 70