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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
1926
Sharkey, Howes & Javer
Colorado
$387K -$280K -946 -40%
FA
1927
Financial Advisors
Massachusetts
$387K – – –
PG
1928
Patten Group
Tennessee
$387K +$6.8K +23 +2%
CF
1929
Centaurus Financial
California
$387K -$49.4K -167 -10%
CPA
1930
Capital Performance Advisors
California
$385K +$423K +1,431 New
ACI
1931
Alpha Cubed Investments
California
$384K +$93.7K +317 +29%
CPC
1932
Consolidated Planning Corp
Georgia
$384K -$5.03K -17 -1%
HWA
1933
Heritage Wealth Advisors
Virginia
$384K -$1.18K -4 -0.3%
BSSFA
1934
Baron Silver Stevens Financial Advisors
Florida
$383K +$14.8K +50 +4%
TNAM
1935
Terra Nova Asset Management
New York
$382K +$887 +3 +0.2%
MIM
1936
Merrion Investment Management
New Jersey
$381K -$120K -405 -22%
FWM
1937
Forza Wealth Management
Florida
$381K – – –
FOA
1938
Five Oceans Advisors
California
$381K +$5.32K +18 +1%
C
1939
Certuity
Florida
$380K -$18.9K -64 -4%
PWA
1940
Physician Wealth Advisors
Utah
$380K – – –
AAG
1941
Armstrong Advisory Group
Massachusetts
$379K – – –
MW
1942
Maia Wealth
Colorado
$379K +$26.6K +90 +6%
TC
1943
TFR Capital
Texas
$378K +$416K +1,406 New
IC
1944
Inscription Capital
Texas
$378K +$490K +1,659 New
GAMC
1945
Garner Asset Management Corp
Texas
$377K -$5.62K -19 -1%
HTHT
1946
Hemenway Trust Hemenway Trust
New Hampshire
$377K +$414K +1,400 New
PCA
1947
Prosperity Capital Advisors
Ohio
$376K -$15.7K -53 -4%
FFP
1948
FourThought Financial Partners
Florida
$374K +$10.3K +35 +3%
OL
1949
Optas LLC
Texas
$374K +$4.43K +15 +1%
WH
1950
Willner & Heller
California
$372K +$8.28K +28 +2%
76 77
78
79 80