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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWW
1851
Pettyjohn Wood & White
Virginia
$431K -$473K -1,600 -50%
TC
1852
Trilogy Capital
California
$431K -$11.8K -40 -2%
ACP
1853
Aveo Capital Partners
Colorado
$430K -$42K -142 -8%
XF
1854
XML Financial
Maryland
$430K -$44.3K -150 -9%
TWP
1855
Tyche Wealth Partners
Texas
$429K +$74.2K +251 +19%
NAS
1856
Nicolet Advisory Services
Wisconsin
$429K -$1.77K -6 -0.3%
CP
1857
Clarendon Private
Massachusetts
$429K -$163K -552 -26%
JWA
1858
JFS Wealth Advisors
Pennsylvania
$428K +$44K +149 +10%
KPWG
1859
KFA Private Wealth Group
Virginia
$428K +$1.48K +5 +0.3%
R
1860
Rebalance
California
$426K -$56.5K -191 -11%
KLI
1861
Kelman-Lazarov Inc
Tennessee
$426K +$2.66K +9 +0.6%
JIP
1862
Jaffetilchin Investment Partners
Florida
$425K +$83.6K +283 +22%
FBC
1863
Fairfield, Bush & Co
Connecticut
$425K +$44.3K +150 +10%
LFS
1864
Legacy Financial Strategies
Kansas
$424K -$19.8K -67 -4%
YDMI
1865
Y.D. More Investments
Israel
$424K +$8.28K +28 +2%
APIM
1866
Agate Pass Investment Management
Washington
$422K -$44.3K -150 -9%
MPW
1867
Monterey Private Wealth
California
$422K +$591 +2 +0.1%
AW
1868
Alteri Wealth
California
$422K -$192K -650 -29%
FDDB
1869
Fidelity D&D Bancorp
Pennsylvania
$420K – – –
SDAM
1870
Shulman DeMeo Asset Management
New York
$419K +$1.48K +5 +0.3%
NC
1871
North Capital
Utah
$419K +$460K +1,557 New
SOS
1872
Silver Oak Securities
Tennessee
$418K +$44.3K +150 +11%
TFA
1873
Toth Financial Advisory
Virginia
$417K -$94.9K -321 -17%
NEWAS
1874
N.E.W. Advisory Services
Wisconsin
$417K +$199K +674 +77%
FB
1875
First Bancorp
Maine
$416K -$30.1K -102 -6%
73 74
75
76 77