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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1301
Horizon Wealth Management
Illinois
$495K +$4.74K +32 +1%
CRC
1302
Curi RMB Capital
Illinois
$492K +$10.2K +69 +2%
SXL
1303
Summit X LLC
Missouri
$492K -$19.4K -131 -4%
MWA
1304
Meridian Wealth Advisors
Texas
$491K -$29.6K -200 -6%
TAM
1305
Trillium Asset Management
Massachusetts
$490K -$30.8K -208 -6%
HFM
1306
Hartford Financial Management
Connecticut
$488K -$8.3K -56 -2%
ACM
1307
Aquatic Capital Management
Illinois
$487K -$5.54M -37,400 -92%
TWM
1308
Tanager Wealth Management
United Kingdom
$487K +$45K +304 +10%
PO
1309
Private Ocean
California
$485K +$148 +1 +0%
FMN
1310
Financial Management Network
California
$485K -$9.93K -67 -2%
SAM
1311
SignalPoint Asset Management
Missouri
$484K +$148 +1 +0%
MCC
1312
Money Concepts Capital
Florida
$482K +$392K +2,646 +430%
CIC
1313
Carnegie Investment Counsel
Ohio
$480K +$22.2K +150 +5%
PGH
1314
Partners Group Holding
Switzerland
$480K +$75.6K +510 +19%
BWP
1315
BSW Wealth Partners
Colorado
$480K +$145K +978 +43%
TCA
1316
Transcend Capital Advisors
New Jersey
$479K +$481K +3,245 New
HC
1317
Hamilton Capital
Ohio
$479K +$480K +3,239 New
H
1318
HoyleCohen
California
$478K +$15.1K +102 +3%
CHP
1319
Cable Hill Partners
Oregon
$478K +$30.7K +207 +7%
PFGIA
1320
Patriot Financial Group Insurance Agency
Massachusetts
$477K +$22.8K +154 +5%
TF
1321
Tompkins Financial
New York
$475K -$8.89K -60 -2%
FP
1322
Factorial Partners
New York
$473K – – –
BC
1323
Burney Company
Virginia
$472K -$233K -1,574 -33%
BIA
1324
Beacon Investment Advisors
Maryland
$471K +$473K +3,189 New
SJIA
1325
St. James Investment Advisors
New York
$470K +$16.7K +113 +4%
51 52
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