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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
2201
Strategic Family Wealth Counselors
New Jersey
$218K +$200K +804 New
LFGO
2202
Legacy Financial Group (Oklahoma)
Oklahoma
$218K +$201K +807 New
BFIC
2203
Bedell Frazier Investment Counselling
California
$217K +$199K +800 New
BRM
2204
Boston Research & Management
Massachusetts
$217K +$199K +800 New
BMCM
2205
Burns Matteson Capital Management
New York
$217K +$199K +800 New
KIA
2206
Knollwood Investment Advisory
Maryland
$217K +$199K +800 New
RBC
2207
Romano Brothers & Co
Illinois
$217K +$199K +800 New
KWMG
2208
King Wealth Management Group
Florida
$216K +$198K +797 New
GJWM
2209
Gilliland Jeter Wealth Management
Arkansas
$216K – – –
FAIM
2210
Financial Advocates Investment Management
Washington
$216K +$198K +795 New
HCM
2211
Hengehold Capital Management
Ohio
$215K +$198K +794 New
CWAG
2212
Compton Wealth Advisory Group
Virginia
$215K +$198K +794 New
CWM
2213
Centurion Wealth Management
Virginia
$214K +$197K +790 New
IF
2214
IRON Financial
Illinois
$214K +$196K +789 New
AC
2215
AlphaCore Capital
California
$214K +$196K +789 New
CPW
2216
Crestmont Private Wealth
Texas
$213K +$196K +787 New
KFS
2217
Kelly Financial Services
Massachusetts
$213K +$249 +1 +0.1%
BWM
2218
Baron Wealth Management
Michigan
$212K +$195K +783 New
B
2219
Bellecapital
Switzerland
$212K +$195K +783 New
FFC
2220
First Financial Corp
Indiana
$211K -$12K -48 -6%
IWP
2221
Insight Wealth Partners
Texas
$211K +$193K +777 New
PSCM
2222
Per Stirling Capital Management
Texas
$210K +$193K +775 New
CP
2223
Castleview Partners
Texas
$210K -$249 -1 -0.1%
LOPW
2224
Live Oak Private Wealth
North Carolina
$210K +$192K +773 New
CB
2225
Chris Bulman
California
$209K +$20.9K +84 +12%
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89
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