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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
1801
Round Rock Advisors
Connecticut
$500K +$1.44K +5 +0.3%
NCM
1802
Northside Capital Management
Oregon
$499K – – –
HIG
1803
Heritage Investment Group
Florida
$499K – – –
CRC
1804
Curi RMB Capital
Illinois
$498K -$179K -622 -27%
BC
1805
Burney Company
Virginia
$497K – – –
CFG
1806
Copley Financial Group
California
$496K -$20.7K -72 -4%
AFPL
1807
Advus Financial Partners, LLC
Florida
$495K +$2.01K +7 +0.4%
VIP
1808
Vista Investment Partners
Oklahoma
$494K – – –
DP
1809
Dearborn Partners
Illinois
$493K -$130K -453 -21%
SAM
1810
Strategy Asset Managers
California
$492K – – –
SC
1811
Schubert & Co
Texas
$491K +$6.32K +22 +1%
OA
1812
Oxbow Advisors
Texas
$491K -$11.2K -39 -2%
LFS
1813
Legacy Financial Strategies
Kansas
$490K +$3.16K +11 +0.7%
RWPA
1814
Richard W. Paul & Associates
Michigan
$490K -$23.8K -83 -5%
FB
1815
First Bancorp
Maine
$489K -$31.9K -111 -6%
DTC
1816
Davidson Trust Company
Washington
$489K +$57.5K +200 +14%
WFAG
1817
Worth Financial Advisory Group
North Carolina
$489K +$1.15K +4 +0.2%
NFC
1818
Northeast Financial Consultants
Connecticut
$489K +$230K +800 +95%
ATI
1819
Act Two Investors
California
$488K – – –
MCWA
1820
Meadow Creek Wealth Advisors
Georgia
$488K +$5.75K +20 +1%
WG
1821
Wealth Group
North Carolina
$488K -$21K -73 -4%
AWA
1822
Acorn Wealth Advisors
Michigan
$488K – – –
MSCM
1823
McElhenny Sheffield Capital Management
Texas
$488K +$2.01K +7 +0.4%
TC
1824
Trilogy Capital
California
$488K -$3.45K -12 -0.7%
AIM
1825
Aigen Investment Management
New York
$488K +$472K +1,643 New
71 72
73
74 75