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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
1926
Retirement Planning Group (Kansas)
Kansas
$419K +$9.19K +32 +2%
SCA
1927
Sandy Cove Advisors
Massachusetts
$415K +$25.9K +90 +7%
CCC
1928
Compass Capital Corp
Massachusetts
$415K +$375K +1,304 New
FOA
1929
Five Oceans Advisors
California
$415K -$19.5K -68 -5%
GWM
1930
Greenwich Wealth Management
Connecticut
$414K +$102K +356 +34%
TCBWMS
1931
Texas Capital Bank Wealth Management Services
Texas
$413K +$400K +1,391 New
ISWM
1932
Independent Solutions Wealth Management
New York
$413K -$3.16K -11 -0.8%
HCA
1933
Hyperion Capital Advisors
New York
$410K -$86.2K -300 -18%
EFM
1934
E Fund Management
China
$409K +$156K +543 +65%
OL
1935
Optas LLC
Texas
$408K -$29.6K -103 -7%
BSSFA
1936
Baron Silver Stevens Financial Advisors
Florida
$408K +$57.5K +200 +17%
BSHC
1937
Breed's Hill Capital
Massachusetts
$407K +$128K +445 +48%
FFBTD
1938
First Financial Bank - Trust Division
Ohio
$407K – – –
HWMO
1939
Heritage Wealth Management (Ohio)
Ohio
$406K -$11.5K -40 -3%
1CP
1940
17 Capital Partners
Arizona
$406K – – –
LPT
1941
Legacy Private Trust
Wisconsin
$405K – – –
THL
1942
Tillman Hartley LLC
Colorado
$404K -$21.3K -74 -5%
HFRG
1943
Houlihan Financial Resource Group
Virginia
$403K – – –
KA
1944
KLCM Advisors
Wisconsin
$403K -$20.1K -70 -5%
FFP
1945
FourThought Financial Partners
Florida
$403K +$390K +1,357 New
CIP
1946
Convergence Investment Partners
Florida
$403K -$2.59K -9 -0.7%
WH
1947
Willner & Heller
California
$402K +$21K +73 +6%
CTA
1948
Colonial Trust Advisors
South Carolina
$402K – – –
EHAM
1949
Eagle Harbor Asset Management
Washington
$402K – – –
CAM
1950
CenterStar Asset Management
Illinois
$402K +$390K +1,356 New
76 77
78
79 80