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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFIA
1501
America First Investment Advisors
Nebraska
$10K – – –
RFM
1502
Royal Fund Management
Florida
$10K – – –
TJHA
1503
Thomas J. Herzfeld Advisors
Florida
$10K – – –
JPLA
1504
Joseph P. Lucia & Associates
New York
$9K – – –
SSWG
1505
Seven Springs Wealth Group
Tennessee
$9K – – –
SCA
1506
Stuart Chaussee & Associates
California
$9K – – –
SWM
1507
Sugarloaf Wealth Management
Georgia
$9K +$10.7K +92 +541%
ARMC
1508
American Research & Management Company
Massachusetts
$9K +$11.6K +100 New
AWA
1509
Arkadios Wealth Advisors
Georgia
$8.79K – – –
GCM
1510
Gables Capital Management
Florida
$8K +$10.6K +91 New
PCMK
1511
Paragon Capital Management (Kansas)
Kansas
$8K +$10.8K +93 New
PHK
1512
Point72 Hong Kong
Hong Kong
$7K -$773K -6,640 -99%
FPFS
1513
First Personal Financial Services
North Carolina
$7K -$4.07K -35 -29%
POIA
1514
Pin Oak Investment Advisors
Texas
$7K – – –
CAL
1515
Capital Advisors Ltd
Ohio
$7K +$10.1K +87 New
HWM
1516
HighMark Wealth Management
Minnesota
$6K -$465 -4 -5%
EIP
1517
Ellis Investment Partners
Pennsylvania
$6K – – –
SL
1518
Salomon & Ludwin
Virginia
$6K – – –
SWM
1519
Selective Wealth Management
Virginia
$6K – – –
BC
1520
Barnett & Company
Tennessee
$5K -$465 -4 -6%
QAM
1521
QCI Asset Management
New York
$5K – – –
OFG
1522
OmniStar Financial Group
North Carolina
$5K +$6.98K +60 New
HCM
1523
Horrell Capital Management
Arkansas
$4K – – –
FCH
1524
Freestone Capital Holdings
Washington
$3.7K -$187K -1,610 -4%
CWM
1525
Cranbrook Wealth Management
Michigan
$3K – – –
59 60
61
62 63