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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1651
MWA Asset Management
Massachusetts
$768K -$318 -1 -0%
AIM
1652
Athena Investment Management
California
$768K -$11.5K -36 -2%
HBW
1653
Hazlett, Burt & Watson
West Virginia
$765K +$28K +88 +4%
CHAM
1654
Clear Harbor Asset Management
Connecticut
$758K – – –
PCA
1655
Prosperity Capital Advisors
Ohio
$756K +$239K +751 +49%
FFS
1656
Founders Financial Securities
Maryland
$756K -$161K -506 -18%
SWA
1657
Strategies Wealth Advisors
Michigan
$752K +$69K +217 +11%
RCA
1658
Roberts Capital Advisors
Colorado
$752K – – –
ATFA
1659
All Terrain Financial Advisors
Minnesota
$750K – – –
BHIA
1660
Birch Hill Investment Advisors
Massachusetts
$747K – – –
RCG
1661
Regatta Capital Group
California
$746K -$18.1K -57 -2%
PWM
1662
Partnership Wealth Management
Maryland
$744K +$636 +2 +0.1%
MA
1663
MONECO Advisors
Connecticut
$743K +$33.1K +104 +5%
BFG
1664
Berger Financial Group
Minnesota
$741K +$9.86K +31 +1%
CWM
1665
Connecticut Wealth Management
Connecticut
$740K +$323K +1,014 +83%
SEIA
1666
Signature Estate & Investment Advisors
California
$737K -$28.3K -89 -4%
CD
1667
Chapin Davis
Maryland
$737K +$318 +1 +0%
TIA
1668
Traphagen Investment Advisors
New Jersey
$735K +$612K +1,925 +671%
HCM
1669
Howland Capital Management
Massachusetts
$732K -$3.5K -11 -0.5%
SNBOSD
1670
Security National Bank of So Dak
Iowa
$731K – – –
GFP
1671
Gryphon Financial Partners
Ohio
$728K +$53.4K +168 +8%
QPW
1672
Quantum Private Wealth
Florida
$727K – – –
TWM
1673
Tanager Wealth Management
United Kingdom
$727K -$22.9K -72 -3%
BCG
1674
Breakwater Capital Group
New Jersey
$724K -$10.5K -33 -1%
EFSCE
1675
Enterprise Financial Services Corp (EFSC)
Missouri
$723K -$6.36K -20 -0.9%
65 66
67
68 69