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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1701
Gerber Kawasaki Wealth & Investment Management
California
$222K +$20.2K +122 +8%
SFS
1702
Solitude Financial Services
Virginia
$222K +$69.4K +420 +36%
CCM
1703
CTC Capital Management
Illinois
$222K +$264K +1,600 New
BBNB
1704
Baker Boyer National Bank
Washington
$221K – – –
SMC
1705
Smith, Moore & Co
Missouri
$221K – – –
CAAS
1706
Capital Asset Advisory Services
Michigan
$221K +$1.32K +8 +0.5%
ISWM
1707
Independent Solutions Wealth Management
New York
$220K – – –
AWM
1708
Accel Wealth Management
Iowa
$219K -$15.9K -96 -6%
MSCM
1709
McElhenny Sheffield Capital Management
Texas
$219K – – –
FF
1710
FourThought Financial
Florida
$219K +$27.4K +166 +12%
JSW
1711
Journey Strategic Wealth
New Jersey
$218K -$111K -671 -30%
SGK
1712
Steigerwald Gordon & Koch
Virginia
$218K – – –
AWA
1713
Acorn Wealth Advisors
Michigan
$218K +$165 +1 +0.1%
ASFA
1714
All Season Financial Advisors
Colorado
$217K -$14K -85 -5%
KTC
1715
Kistler-Tiffany Companies
Pennsylvania
$217K – – –
NB
1716
Northwest Bancshares
Pennsylvania
$217K – – –
RWB
1717
RMR Wealth Builders
New Jersey
$217K +$9.58K +58 +4%
RIM
1718
Reliant Investment Management
Tennessee
$216K -$4.96K -30 -2%
FANJ
1719
Financial Architects (New Jersey)
New Jersey
$216K +$5.78K +35 +2%
TSS
1720
Two Sigma Securities
New York
$215K -$1.99M -12,042 -89%
T
1721
TCWP
Ohio
$214K +$130K +785 +103%
ASA
1722
Armstrong Shaw Associates
Connecticut
$213K – – –
RPCONE
1723
Retirement Planning Company of New England
Rhode Island
$213K – – –
WWM
1724
Wolff Wiese Magana
California
$212K -$42K -254 -14%
RIA
1725
Regal Investment Advisors
Michigan
$212K +$252K +1,528 New
67 68
69
70 71