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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1851
Wellspring Financial Advisors
Ohio
$396K +$364K +1,461 New
AAG
1852
Armstrong Advisory Group
Massachusetts
$396K – – –
AA
1853
Aire Advisors
California
$396K – – –
DTC
1854
Davidson Trust Company
Washington
$393K -$16.2K -65 -4%
CCM
1855
Crew Capital Management
Ohio
$392K – – –
ECAM
1856
East Coast Asset Management
Massachusetts
$391K – – –
FA
1857
Financial Advisors
Massachusetts
$391K – – –
WCA
1858
Westover Capital Advisors
Delaware
$391K – – –
THL
1859
Tillman Hartley LLC
Colorado
$389K – – –
CPC
1860
Consolidated Planning Corp
Georgia
$389K +$4.98K +20 +1%
KOC
1861
Koss-Olinger Consulting
Florida
$388K +$3.98K +16 +1%
FBC
1862
Fairfield, Bush & Co
Connecticut
$388K – – –
DWM
1863
Drive Wealth Management
Utah
$387K +$13.7K +55 +4%
KA
1864
KLCM Advisors
Wisconsin
$387K – – –
GLA
1865
Good Life Advisors
Pennsylvania
$387K +$355K +1,427 New
HWA
1866
Heritage Wealth Advisors
Virginia
$387K +$26.1K +105 +8%
KB
1867
Kimelman & Baird
New York
$386K – – –
FCM
1868
Family Capital Management
Michigan
$386K +$1.99K +8 +0.6%
CAAS
1869
Capital Asset Advisory Services
Michigan
$386K -$3.98K -16 -1%
GAMC
1870
Garner Asset Management Corp
Texas
$385K – – –
PG
1871
Patten Group
Tennessee
$384K – – –
TNAM
1872
Terra Nova Asset Management
New York
$383K +$996 +4 +0.3%
HWMO
1873
Heritage Wealth Management (Ohio)
Ohio
$382K – – –
PIP
1874
Peachtree Investment Partners
Florida
$382K +$128K +516 +58%
DS
1875
DRW Securities
Illinois
$382K -$3.71M -14,884 -91%
73 74
75
76 77