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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1851
Tyche Wealth Partners
Texas
$429K +$74.2K +251 +19%
NAS
1852
Nicolet Advisory Services
Wisconsin
$429K -$1.77K -6 -0.3%
CP
1853
Clarendon Private
Massachusetts
$429K -$163K -552 -26%
JWA
1854
JFS Wealth Advisors
Pennsylvania
$428K +$44K +149 +10%
KPWG
1855
KFA Private Wealth Group
Virginia
$428K +$1.48K +5 +0.3%
R
1856
Rebalance
California
$426K -$56.5K -191 -11%
KLI
1857
Kelman-Lazarov Inc
Tennessee
$426K +$2.66K +9 +0.6%
JIP
1858
Jaffetilchin Investment Partners
Florida
$425K +$83.6K +283 +22%
FBC
1859
Fairfield, Bush & Co
Connecticut
$425K +$44.3K +150 +10%
LFS
1860
Legacy Financial Strategies
Kansas
$424K -$19.8K -67 -4%
YDMI
1861
Y.D. More Investments
Israel
$424K +$8.28K +28 +2%
APIM
1862
Agate Pass Investment Management
Washington
$422K -$44.3K -150 -9%
MPW
1863
Monterey Private Wealth
California
$422K +$591 +2 +0.1%
AW
1864
Alteri Wealth
California
$422K -$192K -650 -29%
FDDB
1865
Fidelity D&D Bancorp
Pennsylvania
$420K – – –
SDAM
1866
Shulman DeMeo Asset Management
New York
$419K +$1.48K +5 +0.3%
NC
1867
North Capital
Utah
$419K +$460K +1,557 New
SOS
1868
Silver Oak Securities
Tennessee
$418K +$44.3K +150 +11%
TFA
1869
Toth Financial Advisory
Virginia
$417K -$94.9K -321 -17%
NEWAS
1870
N.E.W. Advisory Services
Wisconsin
$417K +$199K +674 +77%
FB
1871
First Bancorp
Maine
$416K -$30.1K -102 -6%
NA
1872
Nautilus Advisors
California
$415K +$26.9K +91 +6%
6F
1873
626 Financial
Michigan
$415K +$296 +1 +0.1%
SCP
1874
Sivia Capital Partners
California
$414K +$26K +88 +6%
CWM
1875
Centric Wealth Management
Illinois
$413K – – –
73 74
75
76 77