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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1901
Certified Advisory Corp
Florida
$285K – – –
KIG
1902
Kowal Investment Group
Wisconsin
$285K +$260K +1,253 New
SCA
1903
Sandy Cove Advisors
Massachusetts
$285K -$14.5K -70 -5%
NPA
1904
Nichols & Pratt Advisers
Massachusetts
$285K – – –
TLA
1905
Tanglewood Legacy Advisors
Texas
$284K – – –
VCM
1906
Virtue Capital Management
Tennessee
$283K -$33.2K -160 -11%
APG
1907
Abacus Planning Group
South Carolina
$283K +$6.01K +29 +2%
CSB
1908
City State Bank
Iowa
$283K – – –
BSAM
1909
Blue Square Asset Management
New York
$282K – – –
MWM
1910
Merriman Wealth Management
Washington
$281K -$8.5K -41 -3%
WMWM
1911
Whitaker-Myers Wealth Managers
Ohio
$280K +$255K +1,231 New
IIA
1912
IPG Investment Advisors
California
$280K -$992K -4,782 -80%
HPM
1913
Hoxton Planning & Management
West Virginia
$280K +$17K +82 +7%
NWM
1914
Northwest Wealth Management
Iowa
$279K -$82.7K -399 -25%
BWA
1915
Beam Wealth Advisors
Louisiana
$279K +$28.4K +137 +13%
HI
1916
Humankind Investments
New York
$279K -$54.1K -261 -18%
HWA
1917
Heartwood Wealth Advisors
Virginia
$278K – – –
PC
1918
Port Capital
Illinois
$278K -$10.8K -52 -4%
CF
1919
Centaurus Financial
California
$278K +$1.87K +9 +0.7%
HBT
1920
Heartland Bank & Trust
Illinois
$278K -$20.7K -100 -8%
WMP
1921
Wealth Management Partners
Arizona
$278K – – –
FCM
1922
Firestone Capital Management
Florida
$277K – – –
FTIS
1923
First Trust Investment Solutions
Florida
$276K +$252K +1,214 New
KFI
1924
Key Financial Inc
Pennsylvania
$276K – – –
CGA
1925
Crescent Grove Advisors
Illinois
$275K +$251K +1,209 New
75 76
77
78 79