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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
THL
2126
Tillman Hartley LLC
Colorado
$284K -$90.4K -306 -23%
AFW
2127
Avantra Family Wealth
Pennsylvania
$282K – – –
DFA
2128
Delta Financial Advisors
Louisiana
$282K – – –
SFP
2129
Shepherd Financial Partners
Massachusetts
$281K – – –
CIAS
2130
Capital Investment Advisory Services
North Carolina
$280K -$1.77K -6 -0.6%
PTC
2131
Petrus Trust Company
Texas
$280K +$308K +1,041 New
ONST
2132
Old North State Trust
North Carolina
$280K – – –
SIC
2133
Sterling Investment Counsel
New York
$280K +$307K +1,040 New
NQWM
2134
Northwest Quadrant Wealth Management
Oregon
$280K +$296 +1 +0.1%
GWM
2135
Greenwich Wealth Management
Connecticut
$279K -$105K -356 -26%
FWA
2136
Flagship Wealth Advisors
Massachusetts
$279K – – –
PMSA
2137
Patrick M. Sweeney & Associates
Illinois
$279K -$14.8K -50 -5%
OPPS
2138
Obsidian Personal Planning Solutions
Maryland
$279K – – –
1C
2139
111 Capital
France
$278K +$305K +1,033 New
BW
2140
BIP Wealth
Georgia
$278K +$296 +1 +0.1%
EC
2141
EntryPoint Capital
New York
$278K +$305K +1,032 New
LWA
2142
Lineweaver Wealth Advisors
Ohio
$277K -$6.5K -22 -2%
MHC
2143
May Hill Capital
Massachusetts
$277K -$12.1K -41 -4%
PCM
2144
Park Capital Management
Wisconsin
$276K +$13.3K +45 +5%
BCM
2145
BluePointe Capital Management
California
$276K +$59.1K +200 +24%
PMWMG
2146
Parr McKnight Wealth Management Group
Minnesota
$276K -$296 -1 -0.1%
CCA
2147
Cottonwood Capital Advisors
Utah
$274K -$70.9K -240 -19%
WAS
2148
Wealth Advisory Solutions
Indiana
$274K -$227K -769 -43%
SCM
2149
Stonebridge Capital Management
California
$274K – – –
WC
2150
Waterloo Capital
Texas
$274K -$262K -887 -47%
84 85
86
87 88