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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1851
Keudell/Morrison Wealth Management
Oregon
$570K +$59.3K +177 +10%
PWP
1852
Phillips Wealth Planners
Mississippi
$570K +$16.8K +50 +3%
HA
1853
Herold Advisors
New York
$569K +$57.3K +171 +10%
VA
1854
Valmark Advisers
Ohio
$568K +$11.7K +35 +2%
MFC
1855
Mechanics Financial Corp
Ohio
$567K – – –
SIAP
1856
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$567K – – –
NL
1857
NWAM LLC
Washington
$566K -$5.03K -15 -0.8%
AIM
1858
Athena Investment Management
California
$566K -$36.2K -108 -5%
PWW
1859
Pettyjohn Wood & White
Virginia
$566K – – –
TC
1860
Truvestments Capital
Florida
$566K +$24.5K +73 +4%
KWS
1861
Keystone Wealth Services
California
$565K -$3.35K -10 -0.5%
SLG
1862
Stanley-Laman Group
Pennsylvania
$562K +$31.2K +93 +5%
TC
1863
TFR Capital
Texas
$561K +$42.2K +126 +7%
LFS
1864
Legacy Financial Strategies
Kansas
$561K -$12.7K -38 -2%
TAM
1865
Trillium Asset Management
Massachusetts
$561K -$36.2K -108 -5%
PE
1866
PCM Encore
Colorado
$560K +$74.1K +221 +14%
PAMG
1867
Patton Albertson Miller Group
Tennessee
$560K -$3.69K -11 -0.6%
TS
1868
TradeWell Securities
Indiana
$559K +$671 +2 +0.1%
BOJHT
1869
Bank of Jackson Hole Trust
Wyoming
$557K +$6.71K +20 +1%
TW
1870
Tempo Wealth
Ohio
$555K +$62.4K +186 +11%
CFA
1871
Capstone Financial Advisors
Illinois
$554K -$31.9K -95 -5%
SP
1872
SmartHarvest Portfolios
Washington
$552K -$191K -571 -24%
AWM
1873
Aberdeen Wealth Management
Illinois
$548K – – –
KAS
1874
KPP Advisory Services
Kentucky
$546K -$70.7K -211 -10%
FWIA
1875
Fort Washington Investment Advisors
Ohio
$543K +$56.3K +168 +10%
73 74
75
76 77