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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1801
Sentinus LLC
Illinois
$501K +$3.73K +13 +0.8%
HTIM
1802
Harbour Trust & Investment Management
Indiana
$501K – – –
GWM
1803
Gitterman Wealth Management
New Jersey
$500K – – –
RRA
1804
Round Rock Advisors
Connecticut
$500K +$1.44K +5 +0.3%
NCM
1805
Northside Capital Management
Oregon
$499K – – –
HIG
1806
Heritage Investment Group
Florida
$499K – – –
CRC
1807
Curi RMB Capital
Illinois
$498K -$179K -622 -27%
BC
1808
Burney Company
Virginia
$497K – – –
CFG
1809
Copley Financial Group
California
$496K -$20.7K -72 -4%
VIP
1810
Vista Investment Partners
Oklahoma
$494K – – –
DP
1811
Dearborn Partners
Illinois
$493K -$130K -453 -21%
SAM
1812
Strategy Asset Managers
California
$492K – – –
SC
1813
Schubert & Co
Texas
$491K +$6.32K +22 +1%
OA
1814
Oxbow Advisors
Texas
$491K -$11.2K -39 -2%
LFS
1815
Legacy Financial Strategies
Kansas
$490K +$3.16K +11 +0.7%
RWPA
1816
Richard W. Paul & Associates
Michigan
$490K -$23.8K -83 -5%
FB
1817
First Bancorp
Maine
$489K -$31.9K -111 -6%
DTC
1818
Davidson Trust Company
Washington
$489K +$57.5K +200 +14%
WFAG
1819
Worth Financial Advisory Group
North Carolina
$489K +$1.15K +4 +0.2%
NFC
1820
Northeast Financial Consultants
Connecticut
$489K +$230K +800 +95%
ATI
1821
Act Two Investors
California
$488K – – –
MCWA
1822
Meadow Creek Wealth Advisors
Georgia
$488K +$5.75K +20 +1%
WG
1823
Wealth Group
North Carolina
$488K -$21K -73 -4%
AWA
1824
Acorn Wealth Advisors
Michigan
$488K – – –
MSCM
1825
McElhenny Sheffield Capital Management
Texas
$488K +$2.01K +7 +0.4%
71 72
73
74 75