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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1476
Athena Investment Management
California
$615K -$15.1K -73 -3%
SWA
1477
Stratos Wealth Advisors
Ohio
$615K +$102K +491 +22%
RW
1478
REDW Wealth
New Mexico
$614K +$8.71K +42 +2%
PCG
1479
PFC Capital Group
California
$614K – – –
SMA
1480
Sage Mountain Advisors
Georgia
$612K +$11K +53 +2%
CTWM
1481
Cherry Tree Wealth Management
Minnesota
$609K – – –
AO
1482
Advisor OS
Illinois
$609K +$40K +193 +8%
TIA
1483
Tiemann Investment Advisors
California
$604K -$5.18K -25 -0.9%
PFGIA
1484
Patriot Financial Group Insurance Agency
Massachusetts
$603K +$23K +111 +4%
OF
1485
Outfitter Financial
Maine
$598K +$544K +2,625 New
I
1486
InceptionR
California
$595K +$542K +2,614 New
ARC
1487
Advisor Resource Council
Texas
$593K +$657K +3,167 New
LC
1488
Lindbrook Capital
California
$593K +$85.8K +414 +19%
LFM
1489
LGT Fund Management
Liechtenstein
$592K – – –
PTB
1490
Pioneer Trust Bank
Oregon
$592K – – –
WC
1491
Wexford Capital
Florida
$592K – – –
GTAM
1492
Global Trust Asset Management
Florida
$592K -$82.9K -400 -13%
FFA
1493
Founders Financial Alliance
North Carolina
$591K +$31.1K +150 +6%
HIP
1494
HUB Investment Partners
Texas
$588K +$535K +2,582 New
NAMP
1495
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$588K +$5.18K +25 +1%
MBTD
1496
Mechanics Bank - Trust Department
California
$587K +$1.45K +7 +0.3%
LAM
1497
Lewis Asset Management
California
$587K +$29.9K +144 +6%
CAM
1498
Cozad Asset Management
Illinois
$585K +$127K +613 +31%
AI
1499
AdvisorShares Investments
Maryland
$585K – – –
ESB
1500
Essex Savings Bank
Connecticut
$585K – – –
58 59
60
61 62