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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1751
Calton & Associates
Florida
$219K -$40.2K -236 -15%
MA
1752
MBA Advisors
Pennsylvania
$219K -$3.41K -20 -1%
RFA
1753
RTD Financial Advisors
Pennsylvania
$218K +$227K +1,330 New
PWM
1754
PBMares Wealth Management
Virginia
$217K – – –
HCP
1755
Hexagon Capital Partners
Arkansas
$216K -$341 -2 -0.2%
KOC
1756
Koss-Olinger Consulting
Florida
$216K +$2.9K +17 +1%
SAM
1757
Summit Asset Management
Tennessee
$215K +$7.67K +45 +4%
RF
1758
Rollins Financial
Georgia
$214K +$223K +1,310 New
MCM
1759
MV Capital Management
Maryland
$213K +$512 +3 +0.2%
ABLA
1760
Alan B. Lancz & Associates
Ohio
$213K +$222K +1,300 New
LW
1761
Libra Wealth
California
$213K +$222K +1,300 New
BCA
1762
Bay Colony Advisors
Massachusetts
$213K +$222K +1,303 New
MAM
1763
Mystic Asset Management
Rhode Island
$213K +$223K +1,305 New
AIP
1764
Almanack Investment Partners
Pennsylvania
$212K +$4.78K +28 +2%
PFA
1765
Paradigm Financial Advisors
Missouri
$210K – – –
SFG
1766
SevenBridge Financial Group
Pennsylvania
$208K -$13.8K -81 -6%
EPP
1767
ETF Portfolio Partners
Kansas
$208K – – –
VCM
1768
Vivaldi Capital Management
Illinois
$208K +$682 +4 +0.3%
CWM
1769
Chesapeake Wealth Management
Virginia
$207K -$40.9K -240 -16%
WCM
1770
Wedge Capital Management
North Carolina
$207K -$5.46K -32 -2%
CP
1771
Coho Partners
Pennsylvania
$207K – – –
M
1772
MOTCO
Texas
$207K – – –
CF
1773
Centaurus Financial
California
$207K +$27.8K +163 +15%
SEIA
1774
Signature Estate & Investment Advisors
California
$206K -$341 -2 -0.2%
JW
1775
Jenkins Wealth
Colorado
$206K +$182K +1,069 New
69 70
71
72 73