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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1926
Allred Capital Management
Texas
$504K +$23.8K +71 +4%
SFWC
1927
Strategic Family Wealth Counselors
New Jersey
$503K -$595K -1,776 -52%
VDC
1928
Van Diest Capital
Iowa
$503K +$276K +824 +98%
M
1929
MOTCO
Texas
$502K -$2.35K -7 -0.4%
CF
1930
Centaurus Financial
California
$502K -$18.1K -54 -3%
KLI
1931
Kelman-Lazarov Inc
Tennessee
$501K -$31.2K -93 -5%
NRI
1932
NFP Retirement Inc
California
$501K -$1.01K -3 -0.2%
OA
1933
Oxbow Advisors
Texas
$500K -$6.37K -19 -1%
AWA
1934
Acorn Wealth Advisors
Michigan
$498K +$671 +2 +0.1%
MM
1935
MQS Management
New York
$498K -$276K -822 -33%
BMWM
1936
Brown Miller Wealth Management
Virginia
$496K – – –
HWP
1937
Hibernia Wealth Partners
Louisiana
$495K +$23.8K +71 +5%
OLA
1938
Oliver Luxxe Assets
New Jersey
$495K -$7.71K -23 -1%
TWP
1939
Tyche Wealth Partners
Texas
$495K – – –
HWA
1940
HCR Wealth Advisors
California
$494K – – –
CWM
1941
Centric Wealth Management
Illinois
$493K -$48.6K -145 -9%
DA
1942
Dillon & Associates
Michigan
$492K +$546K +1,629 New
CHC
1943
City Holding Co
West Virginia
$491K -$671 -2 -0.1%
PWS
1944
Peterson Wealth Services
Utah
$490K +$335 +1 +0.1%
FM
1945
Foster & Motley
Ohio
$490K -$2.35K -7 -0.4%
SC
1946
Schubert & Co
Texas
$489K -$51.3K -153 -9%
CPIA
1947
Cornell Pochily Investment Advisors
New York
$489K +$671 +2 +0.1%
RIM
1948
Rockbridge Investment Management
New York
$489K -$3.35K -10 -0.6%
DP
1949
DDD Partners
Washington
$488K +$541K +1,614 New
TWP
1950
Tower Wealth Partners
Pennsylvania
$488K -$262K -781 -33%
76 77
78
79 80