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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1526
Sugarloaf Wealth Management
Georgia
$13K +$1.57K +16 +15%
AWM
1527
Adams Wealth Management
Utah
$13K +$12.9K +131 New
AFIA
1528
America First Investment Advisors
Nebraska
$12K – – –
SGAM
1529
Smith Group Asset Management
Texas
$11K -$15.7K -160 -58%
SSWG
1530
Seven Springs Wealth Group
Tennessee
$11K – – –
JFGIW
1531
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K -$184K -1,875 -95%
LAM
1532
Lountzis Asset Management
Pennsylvania
$10K – – –
SCA
1533
Stuart Chaussee & Associates
California
$10K – – –
EIP
1534
Ellis Investment Partners
Pennsylvania
$10K +$98 +1 +1%
NFSG
1535
Newbridge Financial Services Group
Florida
$10K +$9.94K +101 New
SIM
1536
Seaview Investment Managers
Florida
$10K +$10.3K +105 New
GCM
1537
Gables Capital Management
Florida
$9K – – –
JGIA
1538
Jackson Grant Investment Advisers
Connecticut
$9K – – –
PP
1539
Pacifica Partners
Canada
$8K – – –
POIA
1540
Pin Oak Investment Advisors
Texas
$8K – – –
SC
1541
Slow Capital
California
$8K +$7.67K +78 New
AWM
1542
Atticus Wealth Management
Florida
$7K – – –
OSNBOA
1543
Old Second National Bank of Aurora
Illinois
$7K – – –
BWM
1544
BNC Wealth Management
Oregon
$7K +$7.18K +73 New
VLKIM
1545
Van Lanschot Kempen Investment Management
Netherlands
$6K -$1.63M -16,605 -100%
JWM
1546
Jeppson Wealth Management
California
$6K +$6K +61 New
WAS
1547
Winch Advisory Services
Wisconsin
$5K – – –
HS
1548
Horan Securities
United States
$5K +$590 +6 +13%
CWM
1549
Cranbrook Wealth Management
Michigan
$4K – – –
GTAM
1550
Global Trust Asset Management
Florida
$4K – – –
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