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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1751
Sierra Capital
Florida
$553K -$27.9K -97 -5%
MTIC
1752
Missouri Trust & Investment Company
Missouri
$552K +$26.4K +92 +5%
TCA
1753
Transcend Capital Advisors
New Jersey
$551K -$7.76K -27 -1%
KFGK
1754
Keystone Financial Group (Kentucky)
Kentucky
$550K +$46.8K +163 +10%
SPWG
1755
Sage Private Wealth Group
Illinois
$549K -$14.1K -49 -3%
MPIA
1756
Mountain Pacific Investment Advisers
Idaho
$548K -$7.18K -25 -1%
AA
1757
Alta Advisers
United Kingdom
$547K +$69.5K +242 +15%
SIG
1758
Stonegate Investment Group
Alabama
$545K -$288K -1,001 -35%
T
1759
TOBAM
France
$545K -$182K -633 -26%
IAN
1760
Integrated Advisors Network
Texas
$545K -$21K -73 -4%
HR
1761
Howe & Rusling
New York
$544K – – –
MWM
1762
Maridea Wealth Management
New York
$543K +$526K +1,831 New
BFC
1763
Blue Fin Capital
Rhode Island
$541K – – –
MIM
1764
Merrion Investment Management
New Jersey
$540K – – –
BMWS
1765
Brady Martz Wealth Solutions
North Dakota
$540K +$516K +1,797 New
WFI
1766
West Family Investments
California
$540K -$6.89K -24 -1%
PWP
1767
PrairieView Wealth Partners
Illinois
$540K – – –
KAS
1768
KPP Advisory Services
Kentucky
$537K – – –
SA
1769
Strategic Advocates
Utah
$536K -$164K -572 -24%
BP
1770
BBR Partners
New York
$535K +$157K +546 +44%
CAGAS
1771
Capital Advisory Group Advisory Services
Minnesota
$532K +$515K +1,794 New
CH
1772
Cromwell Holdings
Wyoming
$532K – – –
KCM
1773
Kathmere Capital Management
Pennsylvania
$532K +$146K +508 +40%
WAS
1774
Wealth Advisory Solutions
Indiana
$531K +$60.9K +212 +13%
ACM
1775
Allred Capital Management
Texas
$531K +$575 +2 +0.1%
69 70
71
72 73