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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1651
Hazlett, Burt & Watson
West Virginia
$765K +$28K +88 +4%
CHAM
1652
Clear Harbor Asset Management
Connecticut
$758K – – –
PCA
1653
Prosperity Capital Advisors
Ohio
$756K +$239K +751 +49%
FFS
1654
Founders Financial Securities
Maryland
$756K -$161K -506 -18%
SWA
1655
Strategies Wealth Advisors
Michigan
$752K +$69K +217 +11%
RCA
1656
Roberts Capital Advisors
Colorado
$752K – – –
ATFA
1657
All Terrain Financial Advisors
Minnesota
$750K – – –
BHIA
1658
Birch Hill Investment Advisors
Massachusetts
$747K – – –
RCG
1659
Regatta Capital Group
California
$746K -$18.1K -57 -2%
PWM
1660
Partnership Wealth Management
Maryland
$744K +$636 +2 +0.1%
MA
1661
MONECO Advisors
Connecticut
$743K +$33.1K +104 +5%
BFG
1662
Berger Financial Group
Minnesota
$741K +$9.86K +31 +1%
CWM
1663
Connecticut Wealth Management
Connecticut
$740K +$323K +1,014 +83%
SEIA
1664
Signature Estate & Investment Advisors
California
$737K -$28.3K -89 -4%
CD
1665
Chapin Davis
Maryland
$737K +$318 +1 +0%
TIA
1666
Traphagen Investment Advisors
New Jersey
$735K +$612K +1,925 +671%
HCM
1667
Howland Capital Management
Massachusetts
$732K -$3.5K -11 -0.5%
SNBOSD
1668
Security National Bank of So Dak
Iowa
$731K – – –
GFP
1669
Gryphon Financial Partners
Ohio
$728K +$53.4K +168 +8%
QPW
1670
Quantum Private Wealth
Florida
$727K – – –
TWM
1671
Tanager Wealth Management
United Kingdom
$727K -$22.9K -72 -3%
BCG
1672
Breakwater Capital Group
New Jersey
$724K -$10.5K -33 -1%
EFSCE
1673
Enterprise Financial Services Corp (EFSC)
Missouri
$723K -$6.36K -20 -0.9%
CA
1674
Calton & Associates
Florida
$720K +$19.4K +61 +3%
BSB
1675
Bangor Savings Bank
Maine
$719K – – –
65 66
67
68 69