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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SPAS
2051
Spectrum Planning & Advisory Services
California
$382K +$337K +1,197 New
APG
2052
Abacus Planning Group
South Carolina
$382K +$36.3K +129 +12%
MIC
2053
Means Investment Company
Maine
$381K +$281 +1 +0.1%
LSWP
2054
Liberty Square Wealth Partners
Pennsylvania
$381K – – –
VC
2055
Vicus Capital
Pennsylvania
$379K -$292K -1,037 -47%
GFPC
2056
Global Financial Private Client
Florida
$377K +$1.69K +6 +0.5%
MHC
2057
May Hill Capital
Massachusetts
$376K +$41.9K +149 +14%
NFG
2058
Nadler Financial Group
Illinois
$375K – – –
VFA
2059
Voya Financial Advisors
Connecticut
$375K -$13.5K -48 -4%
MIM
2060
Montgomery Investment Management
Maryland
$375K – – –
OC
2061
Opinicus Capital
Florida
$374K +$70.9K +252 +27%
HWA
2062
Heartwood Wealth Advisors
Virginia
$374K -$12.9K -46 -4%
AWA
2063
AGH Wealth Advisors
Kansas
$373K +$16.3K +58 +5%
BCM
2064
Berbice Capital Management
New York
$371K – – –
VCM
2065
Vivaldi Capital Management
Illinois
$371K – – –
GSEP
2066
Golden State Equity Partners
California
$371K +$28.1K +100 +9%
EWA
2067
Encompass Wealth Advisors
Oregon
$371K -$563 -2 -0.2%
GWM
2068
Gitterman Wealth Management
New Jersey
$370K – – –
MAG
2069
Mayfair Advisory Group
Alabama
$369K -$9.01K -32 -3%
BTWM
2070
Brass Tax Wealth Management
Ohio
$369K +$4.5K +16 +1%
NWM
2071
Northwest Wealth Management
Iowa
$368K +$2.81K +10 +0.9%
CIP
2072
Convergence Investment Partners
Florida
$367K -$12.7K -45 -4%
EGA
2073
E&G Advisors
Texas
$367K -$28.1K -100 -8%
MC
2074
Middleton & Co
Massachusetts
$367K -$19.4K -69 -6%
PIP
2075
Peachtree Investment Partners
Florida
$365K -$193K -685 -37%
81 82
83
84 85