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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1951
Independent Solutions Wealth Management
New York
$369K -$5.91K -20 -1%
1CP
1952
17 Capital Partners
Arizona
$368K – – –
LPT
1953
Legacy Private Trust
Wisconsin
$367K – – –
EWM
1954
EPG Wealth Management
Georgia
$366K +$35.8K +121 +10%
WCFA
1955
Walkner Condon Financial Advisors
Wisconsin
$365K +$10.6K +36 +3%
KA
1956
KLCM Advisors
Wisconsin
$365K – – –
HFRG
1957
Houlihan Financial Resource Group
Virginia
$365K – – –
CTA
1958
Colonial Trust Advisors
South Carolina
$365K – – –
EHAM
1959
Eagle Harbor Asset Management
Washington
$365K – – –
SCA
1960
Sandy Cove Advisors
Massachusetts
$364K -$13.9K -47 -3%
JWBC
1961
J.W. Burns & Co
New York
$363K – – –
NAMP
1962
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$363K – – –
OFG
1963
Oxford Financial Group
Indiana
$362K +$21.6K +73 +6%
SFG
1964
Shum Financial Group
California
$362K +$69.8K +236 +21%
AWP
1965
Accretive Wealth Partners
New Jersey
$360K +$121K +409 +45%
WP
1966
WealthShield Partners
North Carolina
$360K +$164K +556 +71%
NL
1967
NWAM LLC
Washington
$360K +$34.9K +118 +10%
TCOTS
1968
Trust Company of the South
North Carolina
$359K +$8.87K +30 +2%
OF
1969
Optimize Financial
California
$359K +$394K +1,334 New
PCWA
1970
Pacific Capital Wealth Advisors
California
$358K – – –
NSAM
1971
North Star Asset Management
Wisconsin
$358K +$5.32K +18 +1%
EA
1972
Enclave Advisors
Texas
$357K -$40.2K -136 -9%
WA
1973
Wealthstar Advisors
Texas
$357K +$84.2K +285 +27%
SN
1974
Sittner & Nelson
Oregon
$356K +$296 +1 +0.1%
ATWA
1975
Arbor Trust Wealth Advisors
Michigan
$356K +$101K +342 +35%
77 78
79
80 81