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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
2051
Strategic Family Wealth Counselors
New Jersey
$349K +$107K +373 +46%
MIM
2052
Montgomery Investment Management
Maryland
$349K – – –
ODIJL
2053
One Day In July LLC
Vermont
$349K – – –
TC
2054
Truvestments Capital
Florida
$349K +$13.8K +48 +4%
SA
2055
Sovran Advisors
California
$348K +$333K +1,160 New
VNA
2056
Valley National Advisers
Pennsylvania
$347K +$20.7K +72 +7%
1WM
2057
1900 Wealth Management
Texas
$346K – – –
SMWM
2058
Silvia McColl Wealth Management
California
$346K – – –
EWA
2059
Encompass Wealth Advisors
Oregon
$345K -$4.6K -16 -1%
BEW
2060
Burton Enright Welch
California
$345K +$287 +1 +0.1%
CFO
2061
CVA Family Office
Colorado
$343K +$28.4K +99 +9%
FCA
2062
FLC Capital Advisors
California
$343K – – –
EGA
2063
E&G Advisors
Texas
$342K -$28.7K -100 -8%
GFP
2064
Gryphon Financial Partners
Ohio
$341K -$38.5K -134 -10%
GFPC
2065
Global Financial Private Client
Florida
$341K +$3.45K +12 +1%
BCM
2066
Berbice Capital Management
New York
$341K +$330K +1,150 New
WRM
2067
Weybosset Research & Management
Rhode Island
$341K – – –
NWM
2068
Northwest Wealth Management
Iowa
$341K -$9.19K -32 -3%
LCWP
2069
Legacy Capital Wealth Partners
Arkansas
$339K -$6.89K -24 -2%
BTWM
2070
Brass Tax Wealth Management
Ohio
$338K -$28.4K -99 -8%
BL
2071
Balentine LLC
Georgia
$338K – – –
CAC
2072
Certified Advisory Corp
Florida
$337K – – –
AWA
2073
AGH Wealth Advisors
Kansas
$337K +$326K +1,136 New
CG
2074
Clifford Group
Massachusetts
$337K – – –
KWM
2075
Keebeck Wealth Management
Illinois
$336K -$122K -426 -27%
81 82
83
84 85