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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1726
Cedar Brook Financial Partners
Ohio
$227K +$16.9K +99 +8%
CPA
1727
Clear Perspective Advisors
Illinois
$227K +$237K +1,388 New
IBOK
1728
Independence Bank of Kentucky
Kentucky
$226K -$12.8K -75 -5%
FF
1729
FourThought Financial
Florida
$226K +$150K +877 +174%
BIM
1730
Bridges Investment Management
Nebraska
$225K – – –
PCA
1731
Providence Capital Advisors
North Carolina
$225K – – –
JHP
1732
James Hambro & Partners
United Kingdom
$225K +$234K +1,373 New
LGA
1733
Lebenthal Global Advisors
New York
$225K +$235K +1,381 New
ER
1734
Enlightenment Research
Florida
$224K -$688K -4,032 -75%
SDAM
1735
Shulman DeMeo Asset Management
New York
$224K -$512 -3 -0.2%
BFG
1736
Berger Financial Group
Minnesota
$224K +$20.8K +122 +10%
CWP
1737
Concord Wealth Partners
Virginia
$224K +$115K +675 +98%
WHC
1738
Wulff, Hansen & Co
California
$224K +$234K +1,371 New
LPT
1739
Legacy Private Trust
Wisconsin
$223K – – –
NPT
1740
Nixon Peabody Trust
Massachusetts
$222K -$6.82K -40 -3%
ST
1741
Sentinel Trust
Texas
$222K +$171 +1 +0.1%
JWBC
1742
J.W. Burns & Co
New York
$221K – – –
FIA
1743
Foundations Investment Advisors
Arizona
$221K +$216K +1,269 New
ZB
1744
Zions Bancorporation
Utah
$220K +$9.89K +58 +5%
TCA
1745
Transcend Capital Advisors
New Jersey
$220K +$26.6K +156 +13%
CA
1746
Calton & Associates
Florida
$219K -$40.2K -236 -15%
MA
1747
MBA Advisors
Pennsylvania
$219K -$3.41K -20 -1%
RFA
1748
RTD Financial Advisors
Pennsylvania
$218K +$227K +1,330 New
PWM
1749
PBMares Wealth Management
Virginia
$217K – – –
HCP
1750
Hexagon Capital Partners
Arkansas
$216K -$341 -2 -0.2%
68 69
70
71 72