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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1801
Lake Street Private Wealth
Illinois
$457K -$14.8K -50 -3%
NRI
1802
NFP Retirement Inc
California
$456K – – –
M
1803
MOTCO
Texas
$455K +$49.4K +167 +11%
BC
1804
Burney Company
Virginia
$454K +$3.84K +13 +0.8%
FM
1805
Foster & Motley
Ohio
$454K -$8.57K -29 -2%
HTIM
1806
Harbour Trust & Investment Management
Indiana
$454K – – –
SMC
1807
Smith, Moore & Co
Missouri
$454K -$76.3K -258 -13%
SI
1808
Severin Investments
Missouri
$454K -$8.28K -28 -2%
WA1
1809
Wimmer Associates 1
California
$453K – – –
SC
1810
Schubert & Co
Texas
$453K +$8.87K +30 +2%
NCM
1811
Northside Capital Management
Oregon
$453K – – –
HIG
1812
Heritage Investment Group
Florida
$452K – – –
CHC
1813
City Holding Co
West Virginia
$450K +$23.1K +78 +5%
1WM
1814
1858 Wealth Management
Ohio
$450K -$243K -823 -33%
AF
1815
Apexium Financial
Texas
$448K -$179K -604 -27%
EWA
1816
Exencial Wealth Advisors
Oklahoma
$448K +$32.5K +110 +7%
AWM
1817
Accel Wealth Management
Iowa
$447K +$7.98K +27 +2%
PFW
1818
Petros Family Wealth
Minnesota
$447K +$31.9K +108 +7%
HWM
1819
Hemington Wealth Management
Virginia
$446K +$11.2K +38 +2%
MCWA
1820
Meadow Creek Wealth Advisors
Georgia
$445K +$2.66K +9 +0.5%
OA
1821
Oxbow Advisors
Texas
$445K – – –
DP
1822
Dearborn Partners
Illinois
$444K -$2.96K -10 -0.6%
PFGIA
1823
Patriot Financial Group Insurance Agency
Massachusetts
$444K -$177K -598 -27%
MSCM
1824
McElhenny Sheffield Capital Management
Texas
$444K +$1.48K +5 +0.3%
RPGK
1825
Retirement Planning Group (Kansas)
Kansas
$443K +$70.1K +237 +17%
71 72
73
74 75