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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
1776
Marshall & Sterling Wealth Advisors
New York
$613K -$29.9K -94 -5%
KCM
1777
Kathmere Capital Management
Pennsylvania
$613K +$31.5K +99 +6%
LSIA
1778
LaSalle St. Investment Advisors
Illinois
$612K +$37.5K +118 +7%
PAMG
1779
Patton Albertson Miller Group
Tennessee
$610K +$330K +1,036 +129%
SGK
1780
Steigerwald Gordon & Koch
Virginia
$608K -$2.54K -8 -0.4%
MCWA
1781
Meadow Creek Wealth Advisors
Georgia
$608K +$72.5K +228 +14%
KLI
1782
Kelman-Lazarov Inc
Tennessee
$606K +$74.7K +235 +15%
AHL
1783
Abel Hall LLC
Louisiana
$606K -$4.77K -15 -0.8%
MTIC
1784
Missouri Trust & Investment Company
Missouri
$605K – – –
GAA
1785
Global Assets Advisory
Florida
$605K +$81.7K +257 +16%
SCP
1786
Sivia Capital Partners
California
$605K +$26.4K +83 +5%
FCM
1787
Fairbanks Capital Management
California
$605K -$1.27K -4 -0.2%
HIG
1788
Heritage Investment Group
Florida
$605K +$44.5K +140 +8%
WCM
1789
Whitener Capital Management
North Carolina
$605K -$7.95K -25 -1%
ATWA
1790
Arbor Trust Wealth Advisors
Michigan
$604K +$36.6K +115 +7%
SFG
1791
Sovereign Financial Group
Connecticut
$603K +$16.5K +52 +3%
WPW
1792
Waldron Private Wealth
Pennsylvania
$602K +$110K +345 +24%
CWM
1793
Centurion Wealth Management
Virginia
$601K +$318K +1,000 +123%
SMC
1794
Smith, Moore & Co
Missouri
$600K +$79.5K +250 +16%
FPW
1795
Flagship Private Wealth
Massachusetts
$600K – – –
CH
1796
Cromwell Holdings
Wyoming
$596K – – –
TVAMP
1797
Tennessee Valley Asset Management Partners
Tennessee
$595K – – –
PFGIA
1798
Patriot Financial Group Insurance Agency
Massachusetts
$595K +$45.2K +142 +9%
LFS
1799
Legacy Financial Strategies
Kansas
$595K +$10.2K +32 +2%
ECM
1800
Eisler Capital Management
United Kingdom
$592K +$549K +1,726 New
70 71
72
73 74