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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
1701
Millstone Evans Group
Colorado
$708K – – –
DE
1702
Diversified Enterprises
Delaware
$707K -$7.71K -23 -1%
FPH
1703
Financial Planning Hawaii
Hawaii
$706K +$26.8K +80 +4%
PCG
1704
PFC Capital Group
California
$706K – – –
SIS
1705
Sound Income Strategies
Florida
$705K -$14.1K -42 -2%
FIM
1706
FWL Investment Management
Texas
$704K +$634K +1,890 +432%
HBW
1707
Hazlett, Burt & Watson
West Virginia
$704K +$335 +1 +0%
MMG
1708
Monetary Management Group
Missouri
$703K -$16.8K -50 -2%
SCM
1709
Sage Capital Management
New Jersey
$703K – – –
VAG
1710
VisionPoint Advisory Group
Texas
$701K +$4.69K +14 +0.6%
PHAM
1711
Palisades Hudson Asset Management
Florida
$700K – – –
DE
1712
Defiance ETFs
New York
$700K +$776K +2,313 New
MWA
1713
Meridian Wealth Advisors
Texas
$696K -$14.1K -42 -2%
CCC
1714
Compass Capital Corp
Massachusetts
$696K -$9.05K -27 -1%
CAM
1715
Costello Asset Management
Pennsylvania
$696K +$468K +1,396 +154%
RRA
1716
Round Rock Advisors
Connecticut
$695K -$30.5K -91 -4%
BHIA
1717
Birch Hill Investment Advisors
Massachusetts
$690K – – –
OWA
1718
One Wealth Advisors
California
$690K +$11.1K +33 +1%
MA
1719
MONECO Advisors
Connecticut
$685K +$36.5K +109 +5%
TVPW
1720
Third View Private Wealth
Connecticut
$685K +$65K +194 +9%
CWM
1721
Connecticut Wealth Management
Connecticut
$685K +$9.05K +27 +1%
UCB
1722
United Community Bank
South Carolina
$684K -$204K -608 -21%
CIS
1723
Custom Index Systems
New York
$684K -$1.68K -5 -0.2%
CWM
1724
Consultiva Wealth Management
Puerto Rico
$684K – – –
RPGK
1725
Retirement Planning Group (Kansas)
Kansas
$684K +$117K +349 +18%
67 68
69
70 71