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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1676
West Branch Capital
Massachusetts
$146K +$138K +884 New
BA
1677
Bellwether Advisors
Nebraska
$143K – – –
PWMG
1678
Prestige Wealth Management Group
New Jersey
$142K -$9.55K -61 -7%
FFA
1679
Freedman Financial Associates
Massachusetts
$140K – – –
CMBA
1680
C.M. Bidwell & Associates
Hawaii
$140K +$133K +850 New
AA
1681
Ancora Advisors
Ohio
$132K +$157 +1 +0.1%
FFC
1682
First Financial Corp
Indiana
$131K – – –
EWM
1683
Endurance Wealth Management
Rhode Island
$128K – – –
BWL
1684
Bogart Wealth LLC
Virginia
$128K +$94K +600 +347%
SOW
1685
State of Wyoming
Wyoming
$126K +$13.8K +88 +13%
HCM
1686
Highlander Capital Management
New Jersey
$124K – – –
VCM
1687
Versant Capital Management
Arizona
$123K -$1.25K -8 -1%
PB
1688
Pinnacle Bancorp
Nebraska
$123K – – –
TFO
1689
Tarbox Family Office
California
$121K – – –
KFS
1690
Kelly Financial Services
Massachusetts
$121K -$5.01K -32 -4%
SL
1691
Savior LLC
Massachusetts
$120K -$7.36K -47 -6%
BFG
1692
Baron Financial Group
New Jersey
$119K – – –
BWM
1693
BerganKDV Wealth Management
Minnesota
$119K – – –
BMD
1694
Better Money Decisions
New Mexico
$119K +$313 +2 +0.3%
NSB
1695
Norway Savings Bank
Maine
$118K – – –
RCG
1696
Rock Creek Group
District of Columbia
$118K +$1.25K +8 +1%
HFM
1697
Harvest Fund Management
China
$118K +$31.2K +199 +39%
LWA
1698
Lenox Wealth Advisors
New York
$117K -$27.4K -175 -20%
SCM
1699
Sirios Capital Management
Massachusetts
$117K -$11.9K -76 -10%
RDWM
1700
Red Door Wealth Management
Tennessee
$116K +$110K +703 New
66 67
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69 70