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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2076
Monument Capital Management
Virginia
$270K – – –
SHFP
2077
Second Half Financial Partners
Florida
$270K +$248K +997 New
PAMG
2078
Patton Albertson Miller Group
Tennessee
$270K -$28.9K -116 -10%
TSMHT
2079
Thurston Springer Miller Herd & Titak
Indiana
$270K +$3.73K +15 +2%
SFG
2080
SevenBridge Financial Group
Pennsylvania
$270K – – –
EA
2081
Everpar Advisors
Oklahoma
$269K -$38.3K -154 -13%
FMII
2082
Farmers & Merchants Investments Inc
Nebraska
$269K – – –
FFA
2083
Florida Financial Advisors
Florida
$269K +$247K +990 New
AFP
2084
Ausdal Financial Partners
Iowa
$268K +$11.2K +45 +5%
CGFA
2085
Colton Groome Financial Advisors
North Carolina
$267K -$24.9K -100 -9%
AA
2086
Alesco Advisors
New York
$267K -$4.98K -20 -2%
VWA
2087
Visionary Wealth Advisors
Illinois
$267K +$245K +983 New
MCP
2088
Mirador Capital Partners
California
$266K – – –
NF
2089
NavPoint Financial
Minnesota
$266K – – –
CIAS
2090
Capital Investment Advisory Services
North Carolina
$266K +$9.46K +38 +4%
CL
2091
COWA LLC
Oklahoma
$264K – – –
NCTC
2092
New Covenant Trust Company
Indiana
$264K -$3.49K -14 -1%
NI
2093
NDVR Inc
Massachusetts
$263K +$242K +972 New
RFM
2094
Royal Fund Management
Florida
$263K – – –
FFA
2095
Fi3 Financial Advisors
Indiana
$262K +$241K +967 New
CVA
2096
Central Valley Advisors
California
$262K +$241K +967 New
MA
2097
Mezzasalma Advisors
New Jersey
$262K – – –
GCM
2098
Gallacher Capital Management
Colorado
$260K +$239K +960 New
SCP
2099
Stamos Capital Partners
California
$260K -$881K -3,540 -79%
SFG
2100
Shum Financial Group
California
$260K +$235K +943 New
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