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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
2426
Center For Asset Management
Florida
$288K +$16.6K +52 +7%
GB
2427
Goepper Burkhardt
South Carolina
$288K – – –
GPW
2428
Genesis Private Wealth
Virginia
$287K -$1.28K -4 -0.5%
IAS
2429
IMA Advisory Services
Colorado
$287K +$28.8K +90 +12%
BWP
2430
BlueStem Wealth Partners
Minnesota
$287K +$12.8K +40 +5%
BWS
2431
Broadway Wealth Solutions
Texas
$286K – – –
UOTTAIMCU
2432
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$285K +$270K +843 New
VFA
2433
Voya Financial Advisors
Connecticut
$285K -$82.3K -257 -24%
PIP
2434
Peachtree Investment Partners
Florida
$285K -$102K -320 -28%
CPWL
2435
Coquina Private Wealth LLC
Florida
$284K – – –
OCM
2436
Orion Capital Management
California
$284K – – –
FMII
2437
Farmers & Merchants Investments Inc
Nebraska
$283K -$640 -2 -0.2%
FC
2438
Financial Council
Maryland
$283K – – –
OWA
2439
OakTrust Wealth Advisors
Connecticut
$283K -$17.9K -56 -6%
IF
2440
IRON Financial
Illinois
$283K -$320 -1 -0.1%
FHC
2441
First Heartland Consultants
Missouri
$281K – – –
PMFA
2442
Plante Moran Financial Advisors
Michigan
$281K -$26.3K -82 -9%
WH
2443
Willner & Heller
California
$281K +$17K +53 +7%
WAM
2444
Weatherly Asset Management
California
$281K – – –
RB
2445
Renasant Bank
Mississippi
$280K -$1.6K -5 -0.6%
CPWM
2446
Cypress Point Wealth Management
Texas
$279K +$26.9K +84 +11%
PAM
2447
PCG Asset Management
New Jersey
$278K +$2.24K +7 +0.9%
BBES
2448
Buffalo Business & Estate Services
New York
$277K -$277K -864 Closed
HFS
2449
Hoge Financial Services
Pennsylvania
$277K +$11.8K +37 +5%
PWM
2450
Parkway Wealth Management
Texas
$276K -$320 -1 -0.1%
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98
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