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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HHCP
2801
Hilton Head Capital Partners
South Carolina
$102K +$24K +75 +33%
CIM
2802
Contravisory Investment Management
Massachusetts
$101K -$8.86M -27,675 -99%
EIP
2803
Essential Investment Partners
Colorado
$101K – – –
RP
2804
Rowlandmiller & Partners
Georgia
$101K +$96.1K +300 New
GK
2805
Graney & King
New York
$99.5K +$320 +1 +0.3%
BWS
2806
Buck Wealth Strategies
Colorado
$98.2K +$92.9K +290 New
BCM
2807
Boreal Capital Management
Florida
$96.7K – – –
SNBOSCI
2808
Security National Bank of Sioux City Iowa
Iowa
$95.7K +$90.6K +283 New
GEA
2809
Glen Eagle Advisors
New Jersey
$94.6K +$7.68K +24 +9%
S
2810
Sachetta
Massachusetts
$93.6K +$17.9K +56 +25%
FA
2811
Fedenia Advisers
Wisconsin
$93.4K +$88.4K +276 New
GWS
2812
Greykasell Wealth Strategies
California
$91.3K – – –
WAG
2813
Wiser Advisor Group
Arizona
$90.3K +$320 +1 +0.4%
Q1WB
2814
Quest 10 Wealth Builders
Virginia
$88.6K -$1.92K -6 -2%
FFO
2815
Fortitude Family Office
Arizona
$85.9K +$22.4K +70 +38%
RF
2816
Roxbury Financial
New Jersey
$85K +$34.3K +107 +74%
FCMT
2817
Founders Capital Management (Texas)
Texas
$84.6K – – –
TC
2818
Tacita Capital
Ontario, Canada
$84.6K – – –
C
2819
Covestor
United Kingdom
$84K +$19.5K +61 +32%
RA
2820
Rational Advisors
New York
$83.9K +$7.68K +24 +11%
JFA
2821
JNBA Financial Advisors
Minnesota
$83.2K +$4.8K +15 +6%
ACA
2822
American Capital Advisory
Idaho
$81.4K +$38.7K +121 +101%
FP
2823
Financial Perspectives
Minnesota
$78.5K – – –
CM
2824
Capula Management
Cayman Islands
$78.1K -$153K -479 -67%
SOW
2825
State of Wyoming
Wyoming
$77.8K -$328K -1,025 -82%
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