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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1901
Certified Advisory Corp
Florida
– -$144K -1,020 Closed
MWM
1902
Mascoma Wealth Management
New Hampshire
– -$111K -785 Closed
TCWM
1903
Total Clarity Wealth Management
Illinois
– -$96K -676 Closed
BDS
1904
Banco de Sabadell
Florida
– -$71K -500 Closed
MF
1905
Manchester Financial
California
– -$64K -454 Closed
TAIM
1906
TD Ameritrade Investment Management
Nebraska
– -$52K -432 Closed
SWP
1907
ShoreHaven Wealth Partners
New Jersey
– -$57K -400 Closed
NIC
1908
Northwest Investment Counselors
Oregon
– -$48K -341 Closed
ST
1909
Sageworth Trust
Pennsylvania
– -$42K -295 Closed
BC
1910
Burleson & Co
California
– -$37K -265 Closed
MLFP
1911
MPS Loria Financial Planners
Illinois
– -$37K -262 Closed
LGWM
1912
Litman Gregory Wealth Management
California
– -$28K -200 Closed
TC
1913
Trust Company
Kansas
– -$28K -200 Closed
RWG
1914
Regal Wealth Group
California
– -$27K -191 Closed
MWP
1915
Meridian Wealth Partners
Pennsylvania
– -$26K -183 Closed
WCM
1916
Wealthcare Capital Management
Virginia
– -$19K -132 Closed
RWM
1917
RBA Wealth Management
California
– -$17K -120 Closed
SSWG
1918
Seven Springs Wealth Group
Tennessee
– -$15K -107 Closed
PCTC
1919
Perkins Coie Trust Company
Washington
– -$4K -30 Closed
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