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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2201
LifeSteps Financial
California
$51.2K +$46.7K +225 New
FG
2202
Fairman Group
Pennsylvania
$50.1K -$60.1K -290 -57%
NC
2203
Nixon Capital
Texas
$49.6K -$14.6M -70,211 -100%
GEA
2204
Glen Eagle Advisors
New Jersey
$48K – – –
LFA
2205
LGT Financial Advisors
Texas
$47.1K – – –
JGIA
2206
Jackson Grant Investment Advisers
Connecticut
$46.2K – – –
CCC
2207
Chelsea Counsel Company
California
$45.5K – – –
RCM
2208
Ravenstone Capital Management
$45.5K – – –
SA
2209
SRH Advisors
Kansas
$45.5K – – –
TCG
2210
Transcendent Capital Group
Oklahoma
$45.5K – – –
CIAS
2211
CBIZ Investment Advisory Services
Ohio
$45.5K +$41.5K +200 New
AFS
2212
Annapolis Financial Services
Maryland
$45.3K +$6.22K +30 +18%
IFS
2213
Intelligent Financial Strategies
Minnesota
$44.2K +$40.2K +194 New
GKIM
2214
GW&K Investment Management
Massachusetts
$42K -$829 -4 -2%
BP
2215
BNP Paribas
France
$39.8K +$36.3K +175 New
MSG
2216
Main Street Group
Virginia
$39.2K +$207 +1 +0.6%
RTC
2217
Riverview Trust Company
Washington
$38.5K +$35K +169 New
PP
2218
Pacifica Partners
Canada
$38.4K – – –
AWM
2219
Abound Wealth Management
Tennessee
$37.6K +$415 +2 +1%
WAM
2220
WFA Asset Management
Wisconsin
$36.7K – – –
CPG
2221
Custom Portfolio Group
Colorado
$35.5K – – –
TCM
2222
Tradewinds Capital Management
Washington
$34.2K – – –
TSWM
2223
Tyler-Stone Wealth Management
Ohio
$33K -$2.07K -10 -6%
CQS
2224
Credential Qtrade Securities
$32.6K – – –
GWSG
2225
GPS Wealth Strategies Group
Colorado
$30.7K – – –
87 88
89
90 91