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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1676
Ruggaard & Associates
Ohio
$245K -$2.62K -16 -1%
NRI
1677
NFP Retirement Inc
California
$244K -$5.4K -33 -2%
CPIA
1678
Cornell Pochily Investment Advisors
New York
$243K +$491 +3 +0.2%
AA
1679
Aire Advisors
California
$243K +$164 +1 +0.1%
MSCM
1680
McElhenny Sheffield Capital Management
Texas
$243K – – –
SGK
1681
Steigerwald Gordon & Koch
Virginia
$242K – – –
TNAM
1682
Terra Nova Asset Management
New York
$242K – – –
FOA
1683
Five Oceans Advisors
California
$242K -$164 -1 -0.1%
SIAP
1684
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$241K +$164 +1 +0.1%
FFA
1685
Farther Finance Advisors
California
$241K +$137K +838 +108%
AWA
1686
Acorn Wealth Advisors
Michigan
$241K +$491 +3 +0.2%
NWM
1687
Northwest Wealth Management
Iowa
$240K -$491 -3 -0.2%
LFS
1688
Legacy Financial Strategies
Kansas
$240K +$164 +1 +0.1%
WMC
1689
Westwood Management Corporation
Illinois
$239K – – –
NC
1690
NinePointTwo Capital
California
$239K +$263K +1,608 New
PWS
1691
Peterson Wealth Services
Utah
$239K +$327 +2 +0.1%
AA
1692
Alta Advisers
United Kingdom
$239K – – –
AAIM
1693
Asset Advisors Investment Management
Georgia
$239K – – –
MJP
1694
Michael J. Puzo
$239K – – –
KLI
1695
Kelman-Lazarov Inc
Tennessee
$238K +$1.47K +9 +0.6%
BBNB
1696
Baker Boyer National Bank
Washington
$238K – – –
FIBT
1697
First International Bank & Trust
North Dakota
$238K +$49.2K +301 +23%
VCM
1698
Virtue Capital Management
Tennessee
$237K – – –
BEW
1699
Burton Enright Welch
California
$236K +$259K +1,585 New
LNWTC
1700
Laird Norton Wetherby Trust Company
Washington
$236K – – –
66 67
68
69 70