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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2751
Private Wealth Management Group
New Jersey
$167K +$64K +200 +68%
PMIM
2752
Prudent Man Investment Management
Colorado
$166K – – –
WBWA
2753
William B. Walkup & Associates
South Carolina
$166K -$24K -75 -13%
SG
2754
Sankala Group
Colorado
$163K +$640 +2 +0.4%
MR
2755
Munich Reinsurance
$161K -$49.9K -156 -25%
CVM
2756
Cheviot Value Management
California
$161K – – –
FCT
2757
First Community Trust
Iowa
$161K – – –
AFC
2758
Ares Financial Consulting
California
$161K +$961 +3 +0.6%
MWA
2759
Medallion Wealth Advisors
Connecticut
$160K -$99.6K -311 -40%
CCA
2760
Catalyst Capital Advisors
New York
$158K -$2.24K -7 -1%
PJC
2761
Phillip James Consulting
Minnesota
$158K – – –
SA
2762
Strategic Advocates
Utah
$157K +$10.2K +32 +7%
BHWM
2763
Bay Harbor Wealth Management
Maryland
$157K +$11.2K +35 +8%
SNB
2764
Security National Bank
Nebraska
$156K -$961 -3 -0.6%
BIA
2765
Bell Investment Advisors
California
$152K +$15.4K +48 +12%
BHWM
2766
Beaird Harris Wealth Management
Texas
$151K +$6.08K +19 +4%
MMCM
2767
Murphy & Mullick Capital Management
New York
$146K +$1.28K +4 +0.9%
HNW
2768
High Note Wealth
Minnesota
$145K +$20.5K +64 +18%
RRMM
2769
Regatta Research & Money Management
Louisiana
$144K +$137K +427 New
AWM
2770
Activest Wealth Management
Florida
$143K -$327K -1,022 -71%
FC
2771
Fairscale Capital
New Hampshire
$142K – – –
AF
2772
Aviso Financial
Ontario, Canada
$141K +$125K +390 +1,444%
RF
2773
Rossby Financial
Florida
$141K +$12.8K +40 +11%
B
2774
Birchbrook
Maine
$139K – – –
BGAI
2775
Bruce G. Allen Investments
Colorado
$138K -$2.24K -7 -2%
109 110
111
112 113