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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1751
Birchcreek Wealth Management
Ohio
$370K +$53.1K +256 +19%
MSCM
1752
McElhenny Sheffield Capital Management
Texas
$369K -$415 -2 -0.1%
SL
1753
Sentinus LLC
Illinois
$369K +$336K +1,619 New
SIAP
1754
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$368K +$207 +1 +0.1%
FFP
1755
FourThought Financial Partners
Florida
$367K -$37.3K -180 -10%
AWA
1756
Acorn Wealth Advisors
Michigan
$367K +$207 +1 +0.1%
PFA
1757
Pure Financial Advisors
California
$366K +$73.4K +354 +28%
FWM
1758
Forza Wealth Management
Florida
$366K -$14.5K -70 -4%
AA
1759
Aire Advisors
California
$366K – – –
PWS
1760
Peterson Wealth Services
Utah
$366K +$415 +2 +0.1%
AA
1761
Alta Advisers
United Kingdom
$364K – – –
AAIM
1762
Asset Advisors Investment Management
Georgia
$364K – – –
WG
1763
Wealth Group
North Carolina
$364K +$331K +1,597 New
CPIA
1764
Cornell Pochily Investment Advisors
New York
$364K -$7.05K -34 -2%
KP
1765
Keel Point
Alabama
$363K +$102K +490 +44%
SCP
1766
Sivia Capital Partners
California
$362K -$3.11K -15 -0.9%
KWM
1767
Keebeck Wealth Management
Illinois
$361K +$99.3K +479 +43%
BC
1768
Burney Company
Virginia
$361K -$10.6K -51 -3%
LFS
1769
Legacy Financial Strategies
Kansas
$361K +$3.73K +18 +1%
BFG
1770
Bouchey Financial Group
New York
$361K – – –
OMC
1771
Overbrook Management Corp
New York
$360K -$4.53M -21,854 -93%
KLI
1772
Kelman-Lazarov Inc
Tennessee
$360K – – –
CWM
1773
Centric Wealth Management
Illinois
$359K +$27.6K +133 +9%
KWM
1774
Kolinsky Wealth Management
New Jersey
$359K -$58.7K -283 -15%
WAS
1775
Wealth Advisory Solutions
Indiana
$359K +$327K +1,576 New
69 70
71
72 73