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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
1426
Palisades Hudson Asset Management
Florida
$431K -$14.1K -85 -3%
PCMC
1427
Paragon Capital Management (Colorado)
Colorado
$431K – – –
KF
1428
Krilogy Financial
Missouri
$430K – – –
TAM
1429
Titleist Asset Management
Texas
$430K +$432K +2,606 New
SLA
1430
Silver Lake Advisory
Utah
$429K +$432K +2,602 New
MIM
1431
Merrion Investment Management
New Jersey
$429K – – –
HCM
1432
Hollencrest Capital Management
California
$429K +$362K +2,182 +522%
LFM
1433
LGT Fund Management
Liechtenstein
$429K – – –
PTB
1434
Pioneer Trust Bank
Oregon
$429K – – –
VWA
1435
V Wealth Advisors
Kansas
$427K -$23.1K -139 -5%
BA
1436
Ballast Advisors
Minnesota
$427K -$5.14K -31 -1%
RCG
1437
Regatta Capital Group
California
$426K – – –
MMG
1438
Monetary Management Group
Missouri
$425K -$20.7K -125 -5%
BHIA
1439
Birch Hill Investment Advisors
Massachusetts
$422K -$498K -3,000 -54%
XT
1440
XTX Topco
Cayman Islands
$422K -$1.35M -8,129 -76%
MFT
1441
Moisand Fitzgerald Tamayo
Florida
$422K +$16.6K +100 +4%
DSC
1442
Duncker Streett & Co
Missouri
$421K – – –
BWA
1443
Burt Wealth Advisors
Maryland
$421K +$112K +675 +36%
EDRH
1444
Edmond de Rothschild Holding
Switzerland
$420K +$79K +476 +23%
MPPLM
1445
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$419K +$29.4K +177 +7%
NAMP
1446
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$419K +$5.31K +32 +1%
ZIG
1447
Zullo Investment Group
Pennsylvania
$417K +$6.64K +40 +2%
MFA
1448
Mayflower Financial Advisors
Massachusetts
$416K +$8.29K +50 +2%
RHAM
1449
Round Hill Asset Management
California
$416K +$34K +205 +9%
MCP
1450
Mirador Capital Partners
California
$416K +$418K +2,522 New
56 57
58
59 60