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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
1501
Quantitative Investment Management
Virginia
$320K -$523K -3,166 -58%
CCA
1502
Cadent Capital Advisors
Oklahoma
$320K -$101K -614 -21%
DMBA
1503
Deseret Mutual Benefit Administrators
Utah
$320K – – –
SPWG
1504
Sage Private Wealth Group
Illinois
$319K -$25.9K -157 -6%
OPOWM
1505
One Plus One Wealth Management
Florida
$319K – – –
OTL
1506
Oak Thistle LLC
New York
$319K +$7.6K +46 +2%
BG
1507
Benedetti & Gucer
Georgia
$318K -$41.3K -250 -10%
CT
1508
Columbia Trust
Oregon
$318K – – –
HA
1509
HFG Advisors
Ohio
$318K – – –
MRCM
1510
M&R Capital Management
New Jersey
$318K +$165 +1 +0%
MW
1511
MBL Wealth
North Carolina
$318K +$201K +1,219 +114%
MSA
1512
Marino Stram & Associates
Massachusetts
$317K +$43.8K +265 +13%
MTIC
1513
Missouri Trust & Investment Company
Missouri
$316K +$15.7K +95 +4%
GA
1514
Geller Advisors
New York
$315K -$16K -97 -4%
PGAM
1515
Princeton Global Asset Management
New Jersey
$314K – – –
ATFA
1516
All Terrain Financial Advisors
Minnesota
$313K – – –
RW
1517
Rede Wealth
Virginia
$312K -$1.16K -7 -0.3%
FA
1518
Financial Advisors
Massachusetts
$311K – – –
QPW
1519
Quantum Private Wealth
Florida
$310K – – –
ATC
1520
Adirondack Trust Company
New York
$310K +$11.4K +69 +3%
MFS
1521
Mirabella Financial Services
United Kingdom
$310K +$369K +2,234 New
WPC
1522
Waters Parkerson & Co
Louisiana
$309K – – –
ZF
1523
Zhang Financial
Michigan
$309K +$105K +636 +40%
GWANC
1524
Guardian Wealth Advisors (North Carolina)
North Carolina
$309K +$367K +2,223 New
5L
1525
55I LLC
Massachusetts
$309K +$368K +2,227 New
59 60
61
62 63