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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
2376
R.M. Davis Inc
Maine
$276K -$162K -482 -35%
SC
2377
Summa Corp
Texas
$275K +$33.5K +100 +12%
OWM
2378
Omnitrust Wealth Management
Florida
$275K -$12.7K -38 -4%
VIP
2379
Vista Investment Partners
Oklahoma
$275K -$20.5K -61 -6%
XWL
2380
XXI Wealth LLC
Illinois
$275K +$27.5K +82 +10%
EIA
2381
Edgemoor Investment Advisors
Maryland
$274K – – –
KWA
2382
Kellett Wealth Advisors
Ohio
$274K -$63.7K -190 -17%
NBWM
2383
North Berkeley Wealth Management
California
$274K -$48.3K -144 -14%
PFA
2384
Plotkin Financial Advisors
Maryland
$273K +$48.6K +145 +19%
PWM
2385
Peck Wealth Management
New York
$272K -$40.9K -122 -12%
TF
2386
Talbot Financial
Washington
$272K – – –
JCM
2387
Jacobsen Capital Management
Utah
$272K +$38.2K +114 +15%
PSCM
2388
Per Stirling Capital Management
Texas
$272K +$13.1K +39 +5%
OWA
2389
OakTrust Wealth Advisors
Connecticut
$270K -$2.01K -6 -0.7%
FC
2390
Financial Consulate
Maryland
$269K -$671 -2 -0.2%
FH
2391
FWG Holdings
Florida
$269K – – –
PFG
2392
Prosperity Financial Group
California
$269K +$26.8K +80 +10%
WMA
2393
Wealth Management Associates
New Jersey
$268K – – –
FA
2394
FDx Advisors
Illinois
$268K -$3.35K -10 -1%
GPI
2395
General Partner Inc
Pennsylvania
$268K -$16.8K -50 -5%
AWA
2396
Argos Wealth Advisors
California
$268K – – –
SG
2397
Strid Group
Pennsylvania
$268K – – –
KA
2398
KLCM Advisors
Wisconsin
$267K +$8.38K +25 +3%
LSA
2399
L & S Advisors
California
$267K -$5.84M -17,431 -95%
MSWM
2400
Mowery & Schoenfeld Wealth Management
Illinois
$265K -$2.35K -7 -0.8%
94 95
96
97 98