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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1751
Berger Financial Group
Minnesota
$381K +$695 +3 +0.2%
ZIMP
1752
Zimmermann Investment Management & Planning
Pennsylvania
$381K +$381K +1,647 New
FM
1753
Foster & Motley
Ohio
$381K -$1.85K -8 -0.5%
ATI
1754
Act Two Investors
California
$381K – – –
AWA
1755
Acorn Wealth Advisors
Michigan
$381K +$7.18K +31 +2%
AWM
1756
Accel Wealth Management
Iowa
$381K -$22.5K -97 -6%
RIA
1757
Regal Investment Advisors
Michigan
$380K +$27.1K +117 +8%
HR
1758
Howe & Rusling
New York
$379K -$6.95K -30 -2%
MSCM
1759
McElhenny Sheffield Capital Management
Texas
$379K +$2.78K +12 +0.7%
LWM
1760
Liberty Wealth Management
California
$378K +$612K +2,641 +173%
SGK
1761
Steigerwald Gordon & Koch
Virginia
$377K – – –
CWM
1762
Centric Wealth Management
Illinois
$377K – – –
ACI
1763
Alpha Cubed Investments
California
$376K -$333K -1,440 -47%
MCWA
1764
Meadow Creek Wealth Advisors
Georgia
$376K – – –
LFS
1765
Legacy Financial Strategies
Kansas
$375K +$1.62K +7 +0.4%
PFA
1766
Pure Financial Advisors
California
$375K +$2.32K +10 +0.6%
SIAP
1767
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$375K – – –
TNBTD
1768
Trustmark National Bank Trust Department
Mississippi
$373K +$135K +584 +57%
KWM
1769
Kolinsky Wealth Management
New Jersey
$373K +$8.57K +37 +2%
FWM
1770
Forza Wealth Management
Florida
$372K – – –
TC
1771
Trilogy Capital
California
$372K +$372K +1,608 New
PWS
1772
Peterson Wealth Services
Utah
$372K +$463 +2 +0.1%
CPIA
1773
Cornell Pochily Investment Advisors
New York
$371K +$463 +2 +0.1%
AA
1774
Alta Advisers
United Kingdom
$370K – – –
SC
1775
Schubert & Co
Texas
$370K – – –
69 70
71
72 73