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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1776
Advisor OS
Illinois
$246K -$137K -761 -37%
SAM
1777
Summit Asset Management
Tennessee
$246K – – –
RF
1778
Rollins Financial
Georgia
$245K – – –
HHGA
1779
Halbert Hargrove Global Advisors
California
$244K +$9.39K +52 +4%
EWM
1780
Empirical Wealth Management
Washington
$243K -$32.5K -180 -12%
ABLA
1781
Alan B. Lancz & Associates
Ohio
$243K – – –
LW
1782
Libra Wealth
California
$243K – – –
WCM
1783
Wedge Capital Management
North Carolina
$243K +$6.5K +36 +3%
SCA
1784
Sandy Cove Advisors
Massachusetts
$243K +$141K +783 +151%
TA
1785
Tiedemann Advisors
New York
$243K +$235K +1,300 New
TCA
1786
Transcend Capital Advisors
New Jersey
$242K -$8.85K -49 -4%
JWA
1787
JFS Wealth Advisors
Pennsylvania
$242K +$17.7K +98 +8%
MA
1788
MBA Advisors
Pennsylvania
$241K -$9.03K -50 -4%
CWP
1789
Concord Wealth Partners
Virginia
$240K -$15.3K -85 -6%
MAG
1790
Mayfair Advisory Group
Alabama
$237K -$18.1K -100 -7%
CP
1791
Coho Partners
Pennsylvania
$237K – – –
EPP
1792
ETF Portfolio Partners
Kansas
$237K – – –
GFPC
1793
Global Financial Private Client
Florida
$235K +$43.3K +240 +24%
EGA
1794
E&G Advisors
Texas
$234K – – –
SAA
1795
Southeast Asset Advisors
Georgia
$233K +$361 +2 +0.2%
NSAM
1796
North Star Asset Management
Wisconsin
$233K +$225K +1,246 New
SEIA
1797
Signature Estate & Investment Advisors
California
$232K -$3.25K -18 -1%
BSAM
1798
Blue Square Asset Management
New York
$232K – – –
XF
1799
XML Financial
Maryland
$231K +$181 +1 +0.1%
AAP
1800
Arax Advisory Partners
Colorado
$231K +$10.7K +59 +5%
70 71
72
73 74