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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
1851
Libra Wealth
California
$244K +$209K +1,300 New
FDDB
1852
Fidelity D&D Bancorp
Pennsylvania
$243K +$209K +1,299 New
BOPW
1853
Brandywine Oak Private Wealth
Pennsylvania
$242K -$8.53K -53 -4%
CG
1854
Cynosure Group
Utah
$241K +$207K +1,285 New
VFA
1855
Voya Financial Advisors
Connecticut
$240K +$206K +1,278 New
4WM
1856
4J Wealth Management
Virginia
$239K +$206K +1,278 New
MWM
1857
Merriman Wealth Management
Washington
$239K -$83.7K -520 -29%
PC
1858
Port Capital
Illinois
$238K +$205K +1,272 New
SWM
1859
Stockman Wealth Management
Montana
$238K +$204K +1,270 New
EPP
1860
ETF Portfolio Partners
Kansas
$238K +$204K +1,269 New
MC
1861
Middleton & Co
Massachusetts
$238K +$204K +1,269 New
SAA
1862
Southeast Asset Advisors
Georgia
$237K +$204K +1,265 New
KLCM
1863
KG&L Capital Management
Louisiana
$237K -$129K -799 -39%
PFA
1864
Pure Financial Advisors
California
$235K -$25.3K -157 -11%
CAC
1865
Certified Advisory Corp
Florida
$235K +$202K +1,253 New
PCWA
1866
Pacific Capital Wealth Advisors
California
$235K +$202K +1,253 New
SHGA
1867
Sand Hill Global Advisors
California
$235K +$202K +1,252 New
EGA
1868
E&G Advisors
Texas
$234K -$24.1K -150 -11%
BIM
1869
Bridges Investment Management
Nebraska
$234K +$201K +1,250 New
NPA
1870
Nichols & Pratt Advisers
Massachusetts
$234K +$201K +1,250 New
TLA
1871
Tanglewood Legacy Advisors
Texas
$234K – – –
CSB
1872
City State Bank
Iowa
$233K -$16.1K -100 -7%
GM
1873
GeoWealth Management
Illinois
$233K +$169K +1,050 +547%
AIA
1874
Angeles Investment Advisors
California
$233K +$200K +1,242 New
BSAM
1875
Blue Square Asset Management
New York
$232K +$200K +1,240 New
73 74
75
76 77