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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
1751
McElhenny Sheffield Capital Management
Texas
$369K -$415 -2 -0.1%
SL
1752
Sentinus LLC
Illinois
$369K +$336K +1,619 New
SIAP
1753
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$368K +$207 +1 +0.1%
FFP
1754
FourThought Financial Partners
Florida
$367K -$37.3K -180 -10%
AWA
1755
Acorn Wealth Advisors
Michigan
$367K +$207 +1 +0.1%
PFA
1756
Pure Financial Advisors
California
$366K +$73.4K +354 +28%
FWM
1757
Forza Wealth Management
Florida
$366K -$14.5K -70 -4%
AA
1758
Aire Advisors
California
$366K – – –
PWS
1759
Peterson Wealth Services
Utah
$366K +$415 +2 +0.1%
AA
1760
Alta Advisers
United Kingdom
$364K – – –
AAIM
1761
Asset Advisors Investment Management
Georgia
$364K – – –
WG
1762
Wealth Group
North Carolina
$364K +$331K +1,597 New
CPIA
1763
Cornell Pochily Investment Advisors
New York
$364K -$7.05K -34 -2%
KP
1764
Keel Point
Alabama
$363K +$102K +490 +44%
SCP
1765
Sivia Capital Partners
California
$362K -$3.11K -15 -0.9%
KWM
1766
Keebeck Wealth Management
Illinois
$361K +$99.3K +479 +43%
BC
1767
Burney Company
Virginia
$361K -$10.6K -51 -3%
LFS
1768
Legacy Financial Strategies
Kansas
$361K +$3.73K +18 +1%
BFG
1769
Bouchey Financial Group
New York
$361K – – –
OMC
1770
Overbrook Management Corp
New York
$360K -$4.53M -21,854 -93%
KLI
1771
Kelman-Lazarov Inc
Tennessee
$360K – – –
CWM
1772
Centric Wealth Management
Illinois
$359K +$27.6K +133 +9%
KWM
1773
Kolinsky Wealth Management
New Jersey
$359K -$58.7K -283 -15%
WAS
1774
Wealth Advisory Solutions
Indiana
$359K +$327K +1,576 New
RIM
1775
Rockbridge Investment Management
New York
$357K – – –
69 70
71
72 73