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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1426
Paragon Capital Management (Colorado)
Colorado
$431K – – –
KF
1427
Krilogy Financial
Missouri
$430K – – –
TAM
1428
Titleist Asset Management
Texas
$430K +$432K +2,606 New
SLA
1429
Silver Lake Advisory
Utah
$429K +$432K +2,602 New
MIM
1430
Merrion Investment Management
New Jersey
$429K – – –
HCM
1431
Hollencrest Capital Management
California
$429K +$362K +2,182 +522%
LFM
1432
LGT Fund Management
Liechtenstein
$429K – – –
PTB
1433
Pioneer Trust Bank
Oregon
$429K – – –
VWA
1434
V Wealth Advisors
Kansas
$427K -$23.1K -139 -5%
BA
1435
Ballast Advisors
Minnesota
$427K -$5.14K -31 -1%
RCG
1436
Regatta Capital Group
California
$426K – – –
MMG
1437
Monetary Management Group
Missouri
$425K -$20.7K -125 -5%
BHIA
1438
Birch Hill Investment Advisors
Massachusetts
$422K -$498K -3,000 -54%
XT
1439
XTX Topco
Cayman Islands
$422K -$1.35M -8,129 -76%
MFT
1440
Moisand Fitzgerald Tamayo
Florida
$422K +$16.6K +100 +4%
DSC
1441
Duncker Streett & Co
Missouri
$421K – – –
BWA
1442
Burt Wealth Advisors
Maryland
$421K +$112K +675 +36%
EDRH
1443
Edmond de Rothschild Holding
Switzerland
$420K +$79K +476 +23%
MPPLM
1444
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$419K +$29.4K +177 +7%
NAMP
1445
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$419K +$5.31K +32 +1%
ZIG
1446
Zullo Investment Group
Pennsylvania
$417K +$6.64K +40 +2%
MFA
1447
Mayflower Financial Advisors
Massachusetts
$416K +$8.29K +50 +2%
RHAM
1448
Round Hill Asset Management
California
$416K +$34K +205 +9%
MCP
1449
Mirador Capital Partners
California
$416K +$418K +2,522 New
T
1450
TNF
Montana
$415K -$166K -1,000 -28%
56 57
58
59 60