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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
1951
Houlihan Financial Resource Group
Virginia
$432K – – –
IIA
1952
IPG Investment Advisors
California
$432K -$162K -577 -30%
VWA
1953
Visionary Wealth Advisors
Illinois
$432K +$66.1K +235 +21%
GAMC
1954
Garner Asset Management Corp
Texas
$431K -$14.1K -50 -4%
HFS
1955
Howard Financial Services
Texas
$431K +$45.3K +161 +14%
JWBC
1956
J.W. Burns & Co
New York
$431K – – –
SAM
1957
Summit Asset Management
Tennessee
$431K +$9.85K +35 +3%
NAMP
1958
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$431K – – –
WCFA
1959
Walkner Condon Financial Advisors
Wisconsin
$430K -$2.53K -9 -0.7%
WA
1960
Westfuller Advisors
New York
$430K +$379K +1,348 New
AFP
1961
Ausdal Financial Partners
Iowa
$430K -$380K -1,351 -50%
EA
1962
Enclave Advisors
Texas
$430K +$5.63K +20 +2%
SCM
1963
Schnieders Capital Management
California
$428K +$378K +1,343 New
WTB
1964
Washington Trust Bank
Washington
$428K +$19.7K +70 +6%
LIWM
1965
Long Island Wealth Management
New York
$427K +$377K +1,339 New
HWP
1966
Hibernia Wealth Partners
Louisiana
$427K +$376K +1,337 New
TCOTS
1967
Trust Company of the South
North Carolina
$426K – – –
BEW
1968
Burton Enright Welch
California
$426K +$48.7K +173 +15%
FFIC
1969
First Fiduciary Investment Counsel
Ohio
$425K +$375K +1,333 New
RFP
1970
Root Financial Partners
California
$425K +$146K +519 +64%
SWR
1971
Spahn Wealth & Retirement
Arizona
$424K -$198K -705 -47%
FNC
1972
First National Corp
Massachusetts
$424K -$36K -128 -9%
SN
1973
Sittner & Nelson
Oregon
$423K +$281 +1 +0.1%
OF
1974
Optimize Financial
California
$423K -$2.25K -8 -0.6%
PG
1975
Prostatis Group
Maryland
$423K -$186K -662 -33%
77 78
79
80 81