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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
1701
John W. Bristol & Co
New York
$870K – – –
WC
1702
Waterloo Capital
Texas
$869K +$315K +880 +60%
SIS
1703
Sound Income Strategies
Florida
$868K +$691K +1,932 +431%
MWA
1704
Meridian Wealth Advisors
Texas
$867K -$43.3K -121 -5%
MEG
1705
Millstone Evans Group
Colorado
$866K -$31.5K -88 -4%
PCG
1706
PFC Capital Group
California
$863K -$22.2K -62 -3%
NAS
1707
Nicolet Advisory Services
Wisconsin
$863K +$2.5K +7 +0.3%
SAM
1708
Secure Asset Management
Michigan
$863K -$48K -134 -5%
HBW
1709
Hazlett, Burt & Watson
West Virginia
$860K +$7.87K +22 +1%
SCM
1710
Sage Capital Management
New Jersey
$860K -$61.2K -171 -7%
NWMG
1711
National Wealth Management Group
Ohio
$856K +$504K +1,409 +156%
PHAM
1712
Palisades Hudson Asset Management
Florida
$855K – – –
VAG
1713
VisionPoint Advisory Group
Texas
$852K -$39.4K -110 -5%
PCA
1714
Prosperity Capital Advisors
Ohio
$851K +$9.3K +26 +1%
FCM
1715
Fell Capital Management
California
$847K +$819K +2,290 New
AWA
1716
ARQ Wealth Advisors
Arizona
$846K -$53.7K -150 -6%
NFSG
1717
Newbridge Financial Services Group
Florida
$845K -$50.1K -140 -6%
BHIA
1718
Birch Hill Investment Advisors
Massachusetts
$844K +$11.1K +31 +1%
SB
1719
Strategic Blueprint
Georgia
$842K -$277K -773 -25%
SIA
1720
SGL Investment Advisors
Montana
$839K +$12.9K +36 +2%
CIS
1721
Custom Index Systems
New York
$839K -$334K -932 -29%
TIA
1722
Traphagen Investment Advisors
New Jersey
$838K +$19.3K +54 +2%
KA
1723
Kozak & Associates
Colorado
$837K -$91.6K -256 -10%
CWM
1724
Consultiva Wealth Management
Puerto Rico
$837K -$42.9K -120 -5%
7WCP
1725
71 West Capital Partners
Massachusetts
$836K +$809K +2,260 New
67 68
69
70 71