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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2151
Bristlecone Advisors
Washington
$349K – – –
OFW
2152
Omnia Family Wealth
Florida
$349K -$636 -2 -0.2%
IAS
2153
Integrity Advisory Solutions
Texas
$348K +$333K +1,048 New
M1FG
2154
Mach-1 Financial Group
Arkansas
$348K +$333K +1,048 New
FMII
2155
Farmers & Merchants Investments Inc
Nebraska
$347K -$1.59K -5 -0.5%
NQWM
2156
Northwest Quadrant Wealth Management
Oregon
$347K +$954 +3 +0.3%
LI
2157
Lafayette Investments
Maryland
$347K -$11.8K -37 -3%
HG
2158
Harbor Group
New Hampshire
$347K +$26.1K +82 +9%
FBT
2159
First Bankers Trust
Kentucky
$345K -$15.9K -50 -5%
BWP
2160
Burling Wealth Partners
Illinois
$345K -$63.6K -200 -16%
AA
2161
Alesco Advisors
New York
$345K +$9.86K +31 +3%
GWM
2162
Greenwich Wealth Management
Connecticut
$345K – – –
CPA
2163
Capital Performance Advisors
California
$345K +$116K +366 +54%
CF
2164
Claris Financial
Virginia
$344K +$21.6K +68 +7%
AFM
2165
Aspetuck Financial Management
Connecticut
$342K -$20.7K -65 -6%
NI
2166
NDVR Inc
Massachusetts
$340K – – –
PWM
2167
Peck Wealth Management
New York
$339K +$325K +1,022 New
SSC
2168
Syverson Strege & Co
Iowa
$339K -$33.4K -105 -9%
VC
2169
Veery Capital
Delaware
$339K -$7.63K -24 -2%
BWM
2170
Buckley Wealth Management
Nevada
$338K +$1.27K +4 +0.4%
MAWCM
2171
Mine & Arao Wealth Creation & Management
California
$336K +$954 +3 +0.3%
GGI
2172
Godsey & Gibb Inc
Virginia
$334K -$15.6K -49 -5%
TL
2173
Tradewinds LLC
North Carolina
$334K +$320K +1,007 New
AFW
2174
Avantra Family Wealth
Pennsylvania
$334K – – –
MR
2175
Munich Reinsurance
$334K +$320K +1,006 New
85 86
87
88 89