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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
2326
Ritter Daniher Financial Advisory
Ohio
$79.5K – – –
GKIM
2327
GW&K Investment Management
Massachusetts
$79K +$12.2K +49 +20%
WOSD
2328
WFA of San Diego
California
$78.9K -$1.99K -8 -3%
CAS
2329
Coppell Advisory Solutions
Texas
$77.3K +$11.7K +47 +20%
BHWM
2330
Beaird Harris Wealth Management
Texas
$76.3K +$2.24K +9 +3%
SC
2331
Stephens Consulting
Michigan
$76.2K -$3.49K -14 -5%
HC
2332
Hoese & Co
Minnesota
$75.9K – – –
OP
2333
ORG Partners
Indiana
$74.6K -$143K -576 -68%
CCA
2334
Criterion Capital Advisors
Tennessee
$74.1K – – –
C
2335
Covestor
United Kingdom
$73K -$498 -2 -0.7%
ACA
2336
Atlas Capital Advisors
Wyoming
$72.1K +$7.97K +32 +14%
WAG
2337
Wiser Advisor Group
Arizona
$71.1K – – –
FAM
2338
Flaharty Asset Management
Florida
$70.6K +$64.7K +260 New
FCMT
2339
Founders Capital Management (Texas)
Texas
$67.8K +$12.4K +50 +25%
GEA
2340
Glen Eagle Advisors
New Jersey
$67.5K +$7.72K +31 +14%
AWM
2341
AllSquare Wealth Management
New York
$66.2K -$6.72K -27 -10%
FWM
2342
FSA Wealth Management
Massachusetts
$65.9K +$60.5K +243 New
NIC
2343
Northwest Investment Counselors
Oregon
$65.4K +$60K +241 New
RFS
2344
Richardson Financial Services
Massachusetts
$65.3K – – –
FP
2345
Financial Perspectives
Minnesota
$62.5K +$249 +1 +0.4%
WCM
2346
Winthrop Capital Management
Indiana
$62K – – –
AWM
2347
Abound Wealth Management
Tennessee
$60.8K +$13.2K +53 +31%
FG
2348
Fairman Group
Pennsylvania
$59.7K – – –
S
2349
Sachetta
Massachusetts
$59.4K +$3.49K +14 +7%
NC
2350
Nixon Capital
Texas
$59.1K – – –
92 93
94
95 96