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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
R
1776
Rebalance
California
$527K +$54.9K +191 +12%
W
1777
Wealthquest
Ohio
$525K +$9.19K +32 +2%
JFG
1778
Jefferies Financial Group
New York
$523K +$506K +1,762 New
MFC
1779
Mechanics Financial Corp
Ohio
$522K – – –
TSMHT
1780
Thurston Springer Miller Herd & Titak
Indiana
$521K +$219K +762 +77%
EWS
1781
Evergreen Wealth Solutions
Pennsylvania
$520K +$79K +275 +19%
LSPW
1782
Lake Street Private Wealth
Illinois
$519K -$20.7K -72 -4%
XF
1783
XML Financial
Maryland
$519K +$178K +621 +55%
WBC
1784
West Branch Capital
Massachusetts
$518K +$247K +859 +97%
CT
1785
Clearstead Trust
Maine
$518K – – –
IIC
1786
Integrated Investment Consultants
Michigan
$517K -$51.4K -179 -9%
NA
1787
Nottingham Advisors
New York
$517K -$6.61K -23 -1%
EIP
1788
Ellis Investment Partners
Pennsylvania
$516K -$105K -364 -17%
BIM
1789
Barton Investment Management
Pennsylvania
$515K -$47.4K -165 -9%
NAS
1790
Nicolet Advisory Services
Wisconsin
$511K +$24.4K +85 +5%
APIM
1791
Agate Pass Investment Management
Washington
$510K -$47.4K -165 -9%
FM
1792
Foster & Motley
Ohio
$509K +$10.1K +35 +2%
SI
1793
Severin Investments
Missouri
$509K +$492K +1,714 New
ZCI
1794
Zevenbergen Capital Investments
Washington
$505K – – –
ACP
1795
Aveo Capital Partners
Colorado
$504K +$488K +1,699 New
NRI
1796
NFP Retirement Inc
California
$503K +$287 +1 +0.1%
IRC
1797
Investors Research Corp
Georgia
$503K +$5.46K +19 +1%
SL
1798
Sentinus LLC
Illinois
$501K +$3.73K +13 +0.8%
HTIM
1799
Harbour Trust & Investment Management
Indiana
$501K – – –
GWM
1800
Gitterman Wealth Management
New Jersey
$500K – – –
70 71
72
73 74