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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BII
1501
Bainco International Investors
Massachusetts
$11K +$14.4K +124 New
LSA
1502
Lion Street Advisors
Texas
$11K +$15.5K +133 New
AFIA
1503
America First Investment Advisors
Nebraska
$10K – – –
RFM
1504
Royal Fund Management
Florida
$10K – – –
TJHA
1505
Thomas J. Herzfeld Advisors
Florida
$10K – – –
JPLA
1506
Joseph P. Lucia & Associates
New York
$9K – – –
SSWG
1507
Seven Springs Wealth Group
Tennessee
$9K – – –
SCA
1508
Stuart Chaussee & Associates
California
$9K – – –
SWM
1509
Sugarloaf Wealth Management
Georgia
$9K +$10.7K +92 +541%
ARMC
1510
American Research & Management Company
Massachusetts
$9K +$11.6K +100 New
AWA
1511
Arkadios Wealth Advisors
Georgia
$8.79K – – –
GCM
1512
Gables Capital Management
Florida
$8K +$10.6K +91 New
PCMK
1513
Paragon Capital Management (Kansas)
Kansas
$8K +$10.8K +93 New
PHK
1514
Point72 Hong Kong
Hong Kong
$7K -$773K -6,640 -99%
FPFS
1515
First Personal Financial Services
North Carolina
$7K -$4.07K -35 -29%
POIA
1516
Pin Oak Investment Advisors
Texas
$7K – – –
CAL
1517
Capital Advisors Ltd
Ohio
$7K +$10.1K +87 New
HWM
1518
HighMark Wealth Management
Minnesota
$6K -$465 -4 -5%
EIP
1519
Ellis Investment Partners
Pennsylvania
$6K – – –
SL
1520
Salomon & Ludwin
Virginia
$6K – – –
SWM
1521
Selective Wealth Management
Virginia
$6K – – –
BC
1522
Barnett & Company
Tennessee
$5K -$465 -4 -6%
QAM
1523
QCI Asset Management
New York
$5K – – –
OFG
1524
OmniStar Financial Group
North Carolina
$5K +$6.98K +60 New
HCM
1525
Horrell Capital Management
Arkansas
$4K – – –
59 60
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