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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
1776
XML Financial
Maryland
$779K +$253K +708 +51%
WFI
1777
West Family Investments
California
$778K -$92.7K -259 -11%
AA
1778
Alta Advisers
United Kingdom
$778K -$229K -640 -23%
WA
1779
Wealth Architects
California
$777K -$5.37K -15 -0.7%
AWM
1780
Aries Wealth Management
Maine
$776K +$8.95K +25 +1%
TCA
1781
Transcend Capital Advisors
New Jersey
$774K -$83.7K -234 -10%
RIA
1782
Rhodes Investment Advisors
Texas
$773K +$748K +2,090 New
SSA
1783
Schonfeld Strategic Advisors
New York
$770K -$422K -1,179 -36%
SFG
1784
Sovereign Financial Group
Connecticut
$769K +$93.4K +261 +14%
FPL
1785
Fortress Private Ledger
North Carolina
$769K +$187K +522 +34%
AIM
1786
Advyzon Investment Management
Illinois
$767K +$305K +851 +70%
TVPW
1787
Third View Private Wealth
Connecticut
$766K +$741K +2,072 New
EGWAG
1788
Elwood & Goetz Wealth Advisory Group
Georgia
$762K -$8.23K -23 -1%
RCA
1789
Ranch Capital Advisors
Florida
$761K – – –
DTL
1790
Dynamic Technology Lab
Singapore
$760K +$735K +2,054 New
NFG
1791
Northbridge Financial Group
Florida
$760K +$735K +2,054 New
BFG
1792
Berger Financial Group
Minnesota
$759K -$64.4K -180 -8%
AHC
1793
Adell Harriman & Carpenter
Texas
$758K +$400K +1,119 +120%
ONST
1794
Old North State Trust
North Carolina
$758K +$101K +282 +16%
SFG
1795
Sunburst Financial Group
Alabama
$757K +$12.5K +35 +2%
BFS
1796
BridgePort Financial Solutions
Iowa
$756K – – –
PWP
1797
Precedent Wealth Partners
Texas
$752K +$11.1K +31 +2%
AF
1798
Atala Financial
California
$752K – – –
FNBOO
1799
First National Bank of Omaha
Nebraska
$751K +$726K +2,030 New
SWMP
1800
Signature Wealth Management Partners
New Jersey
$751K – – –
70 71
72
73 74