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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1876
Aberdeen Wealth Management
Illinois
$670K -$76.9K -215 -11%
FPW
1877
Flagship Private Wealth
Massachusetts
$668K – – –
PFGIA
1878
Patriot Financial Group Insurance Agency
Massachusetts
$667K +$4.65K +13 +0.7%
MSWA
1879
Marshall & Sterling Wealth Advisors
New York
$667K -$20.4K -57 -3%
TC
1880
Truvestments Capital
Florida
$665K -$59.4K -166 -8%
CH
1881
Cromwell Holdings
Wyoming
$663K – – –
LCA
1882
Legend Capital Advisors
New York
$663K +$642K +1,793 New
LWM
1883
Liberty Wealth Management
California
$661K -$11.5K -32 -2%
SCP
1884
Sivia Capital Partners
California
$660K -$13.2K -37 -2%
CT
1885
Clearstead Trust
Maine
$658K +$100K +280 +19%
SC
1886
Schubert & Co
Texas
$655K -$2.86K -8 -0.4%
HFS
1887
Hantz Financial Services
Michigan
$654K +$209K +584 +49%
W
1888
Wealthquest
Ohio
$653K +$632K +1,766 New
HIG
1889
Heritage Investment Group
Florida
$653K -$20.4K -57 -3%
SLG
1890
Stanley-Laman Group
Pennsylvania
$653K – – –
BL
1891
Balentine LLC
Georgia
$652K +$46.5K +130 +8%
RCM
1892
RNC Capital Management
California
$651K – – –
DIP
1893
Davis Investment Partners
North Carolina
$651K – – –
KLI
1894
Kelman-Lazarov Inc
Tennessee
$647K -$26.1K -73 -4%
WPC
1895
Waters Parkerson & Co
Louisiana
$647K -$130K -362 -17%
OAM
1896
Oxford Asset Management
United Kingdom
$647K +$626K +1,749 New
AW
1897
Alteri Wealth
California
$647K -$9.66K -27 -2%
EIP
1898
Ellis Investment Partners
Pennsylvania
$644K +$716 +2 +0.1%
RZH
1899
Relyea Zuckerberg Hanson
Connecticut
$644K -$71.2K -199 -10%
TC
1900
TFR Capital
Texas
$640K +$15.4K +43 +3%
74 75
76
77 78