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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OSNBOA
1501
Old Second National Bank of Aurora
Illinois
$7K – – –
TNBTD
1502
Trustmark National Bank Trust Department
Mississippi
$7K – – –
FRA
1503
Front Row Advisors
California
$6K – – –
QAM
1504
QCI Asset Management
New York
$6K – – –
JGIA
1505
Jackson Grant Investment Advisers
Connecticut
$6K +$6.38K +61 New
CCM
1506
Cribstone Capital Management
Maine
$5K +$5.23K +50 New
PHK
1507
Point72 Hong Kong
Hong Kong
$4K -$144K -1,381 -97%
ONST
1508
Old North State Trust
North Carolina
$4K -$6.8K -65 -59%
GTAM
1509
Global Trust Asset Management
Florida
$4K – – –
HCM
1510
Horrell Capital Management
Arkansas
$4K – – –
TFA
1511
Transamerica Financial Advisors
Florida
$4K +$1.57K +15 +56%
CT
1512
Chicago Trust
Illinois
$3.44K -$38.2K -365 -1%
NS
1513
NewDay Solutions
New Hampshire
$3K +$3.45K +33 New
ACA
1514
Ackerman Capital Advisors
Texas
$3K +$29.9M +285,960 New
CWA
1515
Clarus Wealth Advisors
Arizona
$2K -$274K -2,619 -99%
CIR
1516
Clear Investment Research
Georgia
$2K – – –
LWA
1517
Lowe Wealth Advisors
Maryland
$2K – – –
UB
1518
UMB Bank
Missouri
$1.93K -$28.5K -272 -1%
NA
1519
NewEdge Advisors
Louisiana
$1K +$233K +2,230 +27%
RCG
1520
Ruggie Capital Group
Florida
$1K +$628 +6 New
FPS
1521
Fieldpoint Private Securities
Connecticut
$1K +$1.26K +12 New
WA
1522
WBH Advisory
Maryland
$646 -$57.3K -548 -7%
TWM
1523
Titus Wealth Management
California
$254 -$5.23K -50 -2%
IVA
1524
International Value Advisers
– -$34.6M -324,692 Closed
IL
1525
Investure LLC
Virginia
– -$21.2M -198,845 Closed
59 60
61
62 63