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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1301
Global Wealth Management Investment Advisory
Florida
$537K – – –
IWM
1302
IHT Wealth Management
Illinois
$535K +$3.75K +22 +0.7%
PFGIA
1303
Patriot Financial Group Insurance Agency
Massachusetts
$535K +$62.2K +365 +13%
QPWM
1304
Quadrant Private Wealth Management
Pennsylvania
$534K +$73.5K +431 +15%
QT
1305
Quantamental Technologies
New York
$534K +$305K +1,787 +121%
AC
1306
Abbrea Capital
California
$532K +$60.5K +355 +12%
AG
1307
AIA Group
Hong Kong
$531K +$99.8K +585 +22%
ITIM
1308
Indiana Trust & Investment Management
Indiana
$530K – – –
WKSWA
1309
White Knight Strategic Wealth Advisors
New Jersey
$530K +$552K +3,238 New
CYG
1310
Clean Yield Group
Vermont
$529K – – –
BAS
1311
Brown Advisory Securities
Maryland
$528K -$129K -755 -19%
FP
1312
Factorial Partners
New York
$524K -$68.2K -400 -11%
ERIM
1313
Eagle Ridge Investment Management
Connecticut
$523K – – –
HWA
1314
Heritage Wealth Advisors
Virginia
$519K – – –
PGAM
1315
Princeton Global Asset Management
New Jersey
$518K – – –
BIP
1316
Blueprint Investment Partners
North Carolina
$517K -$161K -946 -23%
BWP
1317
BSW Wealth Partners
Colorado
$513K -$21K -123 -4%
SMH
1318
Sanders Morris Harris
Texas
$511K – – –
GLLW
1319
Graves Light Lenhart Wealth
Virginia
$511K +$171 +1 +0%
TCM
1320
Teza Capital Management
Illinois
$511K +$533K +3,123 New
CA
1321
Cambridge Advisors
Nebraska
$509K – – –
TIS
1322
Tortoise Index Solutions
Kansas
$508K -$138K -807 -21%
LJAC
1323
L.J. Altfest & Co
New York
$504K -$92.8K -544 -15%
WP
1324
WMS Partners
Maryland
$504K -$25.2K -148 -5%
AI
1325
Accredited Investors
Minnesota
$501K -$99.8K -585 -16%
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