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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
2176
Arbor Trust Wealth Advisors
Michigan
$227K – – –
EFM
2177
E Fund Management
China
$226K -$7.47K -30 -3%
NFP
2178
Narus Financial Partners
Utah
$226K -$24.9K -100 -11%
RPCONE
2179
Retirement Planning Company of New England
Rhode Island
$226K +$207K +832 New
SFP
2180
Sandbox Financial Partners
Maryland
$226K +$207K +832 New
CCWM
2181
Correct Capital Wealth Management
Missouri
$226K +$207K +832 New
FVWA
2182
Foster Victor Wealth Advisors
South Carolina
$226K – – –
OCM
2183
Orion Capital Management
California
$225K – – –
WAM
2184
Wallington Asset Management
Indiana
$225K +$206K +829 New
JCM
2185
Jacobsen Capital Management
Utah
$224K +$206K +827 New
WFA
2186
Woodward Financial Advisors
North Carolina
$224K +$206K +827 New
PCM
2187
Parsons Capital Management
Rhode Island
$224K +$206K +826 New
DF
2188
DecisionPoint Financial
Arizona
$224K – – –
HOWA
2189
Heritage Oak Wealth Advisors
Florida
$223K +$204K +821 New
NWWA
2190
New Wave Wealth Advisors
Arkansas
$223K +$204K +821 New
CWA
2191
Consilium Wealth Advisory
Texas
$222K +$204K +819 New
GWM
2192
GSB Wealth Management
Connecticut
$221K +$203K +815 New
NECFA
2193
New England Capital Financial Advisors
Connecticut
$221K +$498 +2 +0.2%
IWA
2194
IVC Wealth Advisors
Pennsylvania
$221K +$203K +814 New
RIG
2195
Ramiah Investment Group
Wisconsin
$221K +$203K +814 New
TCWA
2196
Turtle Creek Wealth Advisors
Texas
$221K +$203K +814 New
CFSG
2197
Clark Financial Services Group
Missouri
$219K +$201K +807 New
OBWG
2198
Onyx Bridge Wealth Group
New York
$219K +$201K +807 New
SFS
2199
Stiles Financial Services
Minnesota
$219K +$201K +806 New
CFAM
2200
Center For Asset Management
Florida
$218K +$200K +805 New
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