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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1751
Transcend Capital Advisors
New Jersey
$551K -$7.76K -27 -1%
KFGK
1752
Keystone Financial Group (Kentucky)
Kentucky
$550K +$46.8K +163 +10%
SPWG
1753
Sage Private Wealth Group
Illinois
$549K -$14.1K -49 -3%
MPIA
1754
Mountain Pacific Investment Advisers
Idaho
$548K -$7.18K -25 -1%
AA
1755
Alta Advisers
United Kingdom
$547K +$69.5K +242 +15%
SIG
1756
Stonegate Investment Group
Alabama
$545K -$288K -1,001 -35%
T
1757
TOBAM
France
$545K -$182K -633 -26%
IAN
1758
Integrated Advisors Network
Texas
$545K -$21K -73 -4%
HR
1759
Howe & Rusling
New York
$544K – – –
MWM
1760
Maridea Wealth Management
New York
$543K +$526K +1,831 New
BFC
1761
Blue Fin Capital
Rhode Island
$541K – – –
MIM
1762
Merrion Investment Management
New Jersey
$540K – – –
BMWS
1763
Brady Martz Wealth Solutions
North Dakota
$540K +$516K +1,797 New
WFI
1764
West Family Investments
California
$540K -$6.89K -24 -1%
PWP
1765
PrairieView Wealth Partners
Illinois
$540K – – –
KAS
1766
KPP Advisory Services
Kentucky
$537K – – –
SA
1767
Strategic Advocates
Utah
$536K -$164K -572 -24%
BP
1768
BBR Partners
New York
$535K +$157K +546 +44%
CAGAS
1769
Capital Advisory Group Advisory Services
Minnesota
$532K +$515K +1,794 New
CH
1770
Cromwell Holdings
Wyoming
$532K – – –
KCM
1771
Kathmere Capital Management
Pennsylvania
$532K +$146K +508 +40%
WAS
1772
Wealth Advisory Solutions
Indiana
$531K +$60.9K +212 +13%
ACM
1773
Allred Capital Management
Texas
$531K +$575 +2 +0.1%
TIM
1774
Thompson Investment Management
Wisconsin
$529K – – –
TVAMP
1775
Tennessee Valley Asset Management Partners
Tennessee
$528K -$3.16K -11 -0.6%
69 70
71
72 73