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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
1501
AGF Investments LLC
Ontario, Canada
$8K -$17.2K -164 -66%
KL
1502
KWMG LLC
Kansas
$8K – – –
POIA
1503
Pin Oak Investment Advisors
Texas
$8K – – –
EWA
1504
ERTS Wealth Advisors
Michigan
$8K +$8.58K +82 New
EWM
1505
Executive Wealth Management
Michigan
$8K +$8.89K +85 New
TJHA
1506
Thomas J. Herzfeld Advisors
Florida
$7K -$1.88K -18 -21%
OSNBOA
1507
Old Second National Bank of Aurora
Illinois
$7K – – –
TNBTD
1508
Trustmark National Bank Trust Department
Mississippi
$7K – – –
FRA
1509
Front Row Advisors
California
$6K – – –
QAM
1510
QCI Asset Management
New York
$6K – – –
JGIA
1511
Jackson Grant Investment Advisers
Connecticut
$6K +$6.38K +61 New
CCM
1512
Cribstone Capital Management
Maine
$5K +$5.23K +50 New
PHK
1513
Point72 Hong Kong
Hong Kong
$4K -$144K -1,381 -97%
ONST
1514
Old North State Trust
North Carolina
$4K -$6.8K -65 -59%
GTAM
1515
Global Trust Asset Management
Florida
$4K – – –
HCM
1516
Horrell Capital Management
Arkansas
$4K – – –
TFA
1517
Transamerica Financial Advisors
Florida
$4K +$1.57K +15 +56%
NS
1518
NewDay Solutions
New Hampshire
$3K +$3.45K +33 New
CWA
1519
Clarus Wealth Advisors
Arizona
$2K -$274K -2,619 -99%
CIR
1520
Clear Investment Research
Georgia
$2K – – –
LWA
1521
Lowe Wealth Advisors
Maryland
$2K – – –
RCG
1522
Ruggie Capital Group
Florida
$1K +$628 +6 New
FPS
1523
Fieldpoint Private Securities
Connecticut
$1K +$1.26K +12 New
IVA
1524
International Value Advisers
– -$34.6M -324,692 Closed
IL
1525
Investure LLC
Virginia
– -$21.2M -198,845 Closed
59 60
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62 63