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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TS
1876
TradeWell Securities
Indiana
$627K +$1.92K +6 +0.3%
NL
1877
NWAM LLC
Washington
$624K -$8.96K -28 -1%
MSWA
1878
Marshall & Sterling Wealth Advisors
New York
$623K +$90K +281 +18%
VA
1879
Valmark Advisers
Ohio
$622K -$12.8K -40 -2%
KAS
1880
KPP Advisory Services
Kentucky
$620K +$8.32K +26 +1%
PFGIA
1881
Patriot Financial Group Insurance Agency
Massachusetts
$618K -$500K -1,561 -46%
FNBOO
1882
First National Bank of Omaha
Nebraska
$618K +$14.7K +46 +3%
PAMG
1883
Patton Albertson Miller Group
Tennessee
$617K -$8.32K -26 -1%
CFA
1884
Capstone Financial Advisors
Illinois
$616K -$3.52K -11 -0.6%
MFC
1885
Mechanics Financial Corp
Ohio
$614K -$19.2K -60 -3%
HA
1886
Herold Advisors
New York
$614K -$21.5K -67 -4%
BW
1887
BXM Wealth
Colorado
$614K +$315K +985 +119%
ATWA
1888
Arbor Trust Wealth Advisors
Michigan
$613K -$43.2K -135 -7%
TWP
1889
Triad Wealth Partners
Kansas
$612K +$205K +640 +56%
RPGK
1890
Retirement Planning Group (Kansas)
Kansas
$609K -$148K -461 -20%
TC
1891
Truvestments Capital
Florida
$608K -$22.7K -71 -4%
FPW
1892
Flagship Private Wealth
Massachusetts
$608K +$1.92K +6 +0.3%
CH
1893
Cromwell Holdings
Wyoming
$606K – – –
WCM
1894
Whitener Capital Management
North Carolina
$606K – – –
TAM
1895
Trillium Asset Management
Massachusetts
$606K -$20.8K -65 -4%
KMWM
1896
Keudell/Morrison Wealth Management
Oregon
$604K -$31.1K -97 -5%
CT
1897
Clearstead Trust
Maine
$602K – – –
SGI
1898
Summit Global Investments
Utah
$601K -$270K -843 -32%
AWP
1899
Abacus Wealth Partners
California
$600K -$396K -1,238 -41%
SAM
1900
Secure Asset Management
Michigan
$600K +$32.3K +101 +6%
74 75
76
77 78