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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
1726
First Bancorp
Maine
$477K -$22.4K -90 -5%
GCA
1727
Genesee Capital Advisors
New York
$477K +$47.6K +191 +12%
CT
1728
Clearstead Trust
Maine
$473K – – –
CFG
1729
Copley Financial Group
California
$473K +$434K +1,743 New
OCM
1730
Objective Capital Management
Ohio
$471K +$432K +1,736 New
RWPA
1731
Richard W. Paul & Associates
Michigan
$470K -$10.2K -41 -2%
WTB
1732
Washington Trust Bank
Washington
$470K +$7.97K +32 +2%
EWA
1733
Exencial Wealth Advisors
Oklahoma
$469K -$14.4K -58 -3%
BFG
1734
Berger Financial Group
Minnesota
$469K +$20.2K +81 +5%
WCM
1735
Windsor Capital Management
Arizona
$467K -$8.47K -34 -2%
W
1736
Wealthquest
Ohio
$466K +$1.25K +5 +0.3%
WG
1737
Wealth Group
North Carolina
$466K +$30.6K +123 +8%
MCM
1738
Mattern Capital Management
Colorado
$466K +$60.8K +244 +17%
CFG
1739
Cooper Financial Group
California
$463K +$81.7K +328 +24%
AWM
1740
Accel Wealth Management
Iowa
$462K +$14.9K +60 +4%
ZCI
1741
Zevenbergen Capital Investments
Washington
$461K – – –
MW
1742
MBL Wealth
North Carolina
$460K +$164K +660 +64%
WS
1743
Wela Strategies
Georgia
$460K -$16.9K -68 -4%
NRI
1744
NFP Retirement Inc
California
$460K – – –
OA
1745
Oxbow Advisors
Texas
$459K -$495K -1,986 -54%
KFGK
1746
Keystone Financial Group (Kentucky)
Kentucky
$458K +$45.3K +182 +12%
HTIM
1747
Harbour Trust & Investment Management
Indiana
$458K -$21.4K -86 -5%
PFA
1748
Pure Financial Advisors
California
$457K +$16.9K +68 +4%
GWM
1749
Gitterman Wealth Management
New Jersey
$457K – – –
FWIA
1750
Fort Washington Investment Advisors
Ohio
$457K -$90.9K -365 -18%
68 69
70
71 72