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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1776
WrapManager Inc
California
$567K +$5.35K +19 +1%
SPWG
1777
Sage Private Wealth Group
Illinois
$565K -$24.5K -87 -5%
TCWA
1778
Turtle Creek Wealth Advisors
Texas
$564K +$497K +1,767 New
SFG
1779
Sovereign Financial Group
Connecticut
$563K +$43.1K +153 +9%
SA
1780
SRN Advisors
Pennsylvania
$563K -$334K -1,186 -40%
ACM
1781
Arcataur Capital Management
Wisconsin
$561K -$2.81K -10 -0.6%
LFS
1782
Legacy Financial Strategies
Kansas
$561K +$51.2K +182 +12%
SWM
1783
Silverlake Wealth Management
Vermont
$560K +$142K +503 +40%
LWM
1784
Liberty Wealth Management
California
$559K -$24.8K -88 -5%
KCM
1785
Kathmere Capital Management
Pennsylvania
$557K -$39.7K -141 -7%
FWA
1786
FSM Wealth Advisors
Ohio
$555K +$265K +942 +121%
EIP
1787
Ellis Investment Partners
Pennsylvania
$555K +$281 +1 +0.1%
SCP
1788
Sivia Capital Partners
California
$554K +$56.3K +200 +13%
BIM
1789
Barton Investment Management
Pennsylvania
$553K – – –
OLA
1790
Oliver Luxxe Assets
New Jersey
$552K -$87.2K -310 -15%
LSIA
1791
LaSalle St. Investment Advisors
Illinois
$550K -$74.9K -266 -13%
HWM
1792
Hemington Wealth Management
Virginia
$550K +$18K +64 +4%
KA
1793
Klingman & Associates
New York
$550K +$251K +893 +107%
CFG
1794
Carter Financial Group
Illinois
$550K +$485K +1,724 New
CF
1795
Centaurus Financial
California
$548K +$79.1K +281 +20%
VFG
1796
Victory Financial Group
Texas
$548K +$176K +627 +58%
RFA
1797
Reyes Financial Architecture
California
$546K +$52.6K +187 +12%
FFL
1798
Future Fund LLC
Illinois
$545K -$341K -1,212 -41%
LSPW
1799
Lake Street Private Wealth
Illinois
$545K +$2.81K +10 +0.6%
CA
1800
Cache Advisors
California
$545K +$481K +1,708 New
70 71
72
73 74