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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1076
Saybrook Capital
North Carolina
$343K – – –
RWM
1077
Raffa Wealth Management
District of Columbia
$343K -$210K -2,142 -38%
JA
1078
JOYN Advisors
Georgia
$342K -$155K -1,574 -31%
RM
1079
Resource Management
Louisiana
$340K -$5.5K -56 -2%
PG
1080
Patten Group
Tennessee
$339K +$14.7K +150 +5%
BRWA
1081
B. Riley Wealth Advisors
Florida
$338K +$25.3K +257 +8%
BWA
1082
Burt Wealth Advisors
Maryland
$332K – – –
WCM
1083
Weik Capital Management
Pennsylvania
$331K – – –
GWS
1084
Glassman Wealth Services
Virginia
$331K +$230K +2,340 +225%
GCP
1085
GSA Capital Partners
United Kingdom
$330K -$60.1K -612 -15%
MRCM
1086
M&R Capital Management
New Jersey
$330K +$98 +1 +0%
CSA
1087
Cottage Street Advisors
Massachusetts
$330K +$6.49K +66 +2%
SWM
1088
SeaCrest Wealth Management
New York
$329K +$24K +244 +8%
SRC
1089
Shufro Rose & Co
New York
$327K – – –
TSWM
1090
Triangle Securities Wealth Management
North Carolina
$324K – – –
NA
1091
Navellier & Associates
Nevada
$323K -$19.7K -200 -6%
TIA
1092
Tiemann Investment Advisors
California
$322K +$98 +1 +0%
PFS
1093
Prospera Financial Services
Texas
$322K +$20.6K +210 +7%
PTB
1094
Pioneer Trust Bank
Oregon
$321K – – –
ATFA
1095
All Terrain Financial Advisors
Minnesota
$320K – – –
DCM
1096
Donaldson Capital Management
Indiana
$319K – – –
NA
1097
Nottingham Advisors
New York
$318K – – –
NWP
1098
Northstar Wealth Partners
Connecticut
$318K +$393 +4 +0.1%
OC
1099
Oakworth Capital
Alabama
$317K -$2.46K -25 -0.8%
SDIC
1100
South Dakota Investment Council
South Dakota
$314K -$2.01M -20,500 -86%
42 43
44
45 46