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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2301
Fi3 Financial Advisors
Indiana
$261K -$8.72K -31 -4%
IF
2302
Intrua Financial
Texas
$261K +$231K +820 New
NECFA
2303
New England Capital Financial Advisors
Connecticut
$261K +$563 +2 +0.2%
WA
2304
Wealthstream Advisors
New York
$261K +$230K +818 New
BTWM
2305
Baker Tilly Wealth Management
Wisconsin
$261K +$230K +817 New
BW
2306
BXM Wealth
Colorado
$260K +$230K +816 New
BCM
2307
Becker Capital Management
Oregon
$260K – – –
WIM
2308
Westside Investment Management
California
$259K +$28.1K +100 +14%
CWAF
2309
Core Wealth Advisors (Florida)
Florida
$259K – – –
KWMG
2310
King Wealth Management Group
Florida
$259K +$281 +1 +0.1%
RPCONE
2311
Retirement Planning Company of New England
Rhode Island
$259K +$563 +2 +0.2%
MCP
2312
Mirador Capital Partners
California
$259K -$9.57K -34 -4%
ACG
2313
Allen Capital Group
Nebraska
$259K +$16.3K +58 +8%
CWM
2314
Centurion Wealth Management
Virginia
$258K +$5.63K +20 +3%
SC
2315
Summa Corp
Texas
$258K +$228K +810 New
BCA
2316
Bay Colony Advisors
Massachusetts
$258K -$1.69K -6 -0.7%
MWA
2317
Medallion Wealth Advisors
Connecticut
$256K +$7.04K +25 +3%
SCM
2318
Saxony Capital Management
Missouri
$256K -$77.7K -276 -26%
PAMG
2319
Patton Albertson Miller Group
Tennessee
$256K +$10.1K +36 +5%
BFIC
2320
Bedell Frazier Investment Counselling
California
$255K -$281 -1 -0.1%
EM
2321
ELCO Management
New York
$255K – – –
KIA
2322
Knollwood Investment Advisory
Maryland
$255K – – –
BRM
2323
Boston Research & Management
Massachusetts
$255K – – –
CWAG
2324
Compton Wealth Advisory Group
Virginia
$253K +$1.97K +7 +0.9%
SFP
2325
Sandbox Financial Partners
Maryland
$253K -$18.3K -65 -8%
91 92
93
94 95