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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2051
Truvestments Capital
Florida
$349K +$13.8K +48 +4%
SA
2052
Sovran Advisors
California
$348K +$333K +1,160 New
VNA
2053
Valley National Advisers
Pennsylvania
$347K +$20.7K +72 +7%
1WM
2054
1900 Wealth Management
Texas
$346K – – –
SMWM
2055
Silvia McColl Wealth Management
California
$346K – – –
EWA
2056
Encompass Wealth Advisors
Oregon
$345K -$4.6K -16 -1%
BEW
2057
Burton Enright Welch
California
$345K +$287 +1 +0.1%
CFO
2058
CVA Family Office
Colorado
$343K +$28.4K +99 +9%
FCA
2059
FLC Capital Advisors
California
$343K – – –
EGA
2060
E&G Advisors
Texas
$342K -$28.7K -100 -8%
GFP
2061
Gryphon Financial Partners
Ohio
$341K -$38.5K -134 -10%
GFPC
2062
Global Financial Private Client
Florida
$341K +$3.45K +12 +1%
BCM
2063
Berbice Capital Management
New York
$341K +$330K +1,150 New
WRM
2064
Weybosset Research & Management
Rhode Island
$341K – – –
NWM
2065
Northwest Wealth Management
Iowa
$341K -$9.19K -32 -3%
LCWP
2066
Legacy Capital Wealth Partners
Arkansas
$339K -$6.89K -24 -2%
BTWM
2067
Brass Tax Wealth Management
Ohio
$338K -$28.4K -99 -8%
BL
2068
Balentine LLC
Georgia
$338K – – –
CAC
2069
Certified Advisory Corp
Florida
$337K – – –
AWA
2070
AGH Wealth Advisors
Kansas
$337K +$326K +1,136 New
CG
2071
Clifford Group
Massachusetts
$337K – – –
KWM
2072
Keebeck Wealth Management
Illinois
$336K -$122K -426 -27%
HI
2073
Hudock Inc
Pennsylvania
$336K – – –
UFA
2074
Uptown Financial Advisors
Texas
$334K +$324K +1,127 New
OPA
2075
Old Port Advisors
Maine
$334K +$575 +2 +0.2%
81 82
83
84 85