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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
1601
Oxinas Partners Wealth Management
Indiana
$217K +$205K +1,312 New
RF
1602
Rollins Financial
Georgia
$216K +$205K +1,310 New
FI
1603
Financial Insights
Washington
$215K +$20.4K +130 New
FC
1604
Fulcrum Capital
Washington
$215K +$204K +1,300 New
KOC
1605
Koss-Olinger Consulting
Florida
$215K +$204K +1,302 New
PWAG
1606
Polaris Wealth Advisory Group
California
$214K +$200K +1,280 New
PC
1607
Port Capital
Illinois
$214K +$203K +1,295 New
SIM
1608
Spark Investment Management
New York
$214K +$204K +1,300 New
HHGA
1609
Halbert Hargrove Global Advisors
California
$213K -$22.1K -141 -10%
PHK
1610
Point72 Hong Kong
Hong Kong
$213K +$199K +1,272 +7,067%
MWP
1611
MYCIO Wealth Partners
Pennsylvania
$212K +$201K +1,282 New
LFF
1612
Level Four Financial
Texas
$212K +$201K +1,285 New
PFA
1613
Paradigm Financial Advisors
Missouri
$212K +$201K +1,285 New
FNBOO
1614
First National Bank of Omaha
Nebraska
$211K – – –
BWM
1615
Bulltick Wealth Management
Florida
$210K -$125K -801 -39%
VCM
1616
Vivaldi Capital Management
Illinois
$210K -$12.4K -79 -6%
EPP
1617
ETF Portfolio Partners
Kansas
$210K +$199K +1,269 New
SAM
1618
Summit Asset Management
Tennessee
$210K +$199K +1,270 New
CP
1619
Coho Partners
Pennsylvania
$209K +$198K +1,265 New
CA
1620
Continuum Advisory
Idaho
$207K +$196K +1,251 New
EP
1621
Edgestream Partners
New Jersey
$206K -$8.03M -51,293 -98%
AIP
1622
Almanack Investment Partners
Pennsylvania
$206K -$26.6K -170 -12%
BFG
1623
Berger Financial Group
Minnesota
$206K +$195K +1,245 New
GAMC
1624
Garner Asset Management Corp
Texas
$206K +$195K +1,247 New
LA
1625
Latitude Advisors
Florida
$206K +$195K +1,247 New
63 64
65
66 67