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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1701
BridgePort Financial Solutions
Iowa
$597K +$584K +2,031 New
GCA
1702
Genesee Capital Advisors
New York
$597K +$72.7K +253 +14%
CC
1703
Centiva Capital
New York
$597K -$3.01M -10,473 -84%
CSWM
1704
Cassady Schiller Wealth Management
Ohio
$595K +$8.33K +29 +1%
MCM
1705
Magnolia Capital Management
New York
$594K – – –
PWM
1706
Pines Wealth Management
North Carolina
$594K +$582K +2,025 New
GCM
1707
Greenland Capital Management
New York
$594K -$300K -1,045 -34%
CIA
1708
Caerus Investment Advisors
Texas
$594K – – –
HA
1709
Harbor Advisors
Florida
$594K – – –
PG
1710
Prostatis Group
Maryland
$591K -$1.11M -3,852 -66%
LI
1711
LMCG Investments
Massachusetts
$590K +$11.2K +39 +2%
MAWA
1712
Moss Adams Wealth Advisors
Washington
$590K +$19K +66 +3%
TAA
1713
TB Alternative Assets
Cayman Islands
$589K +$570K +1,985 New
PIA
1714
Perennial Investment Advisors
California
$587K +$143K +496 +33%
AIM
1715
Allen Investment Management
New York
$586K – – –
HA
1716
Herold Advisors
New York
$586K +$34.2K +119 +6%
LSIA
1717
LaSalle St. Investment Advisors
Illinois
$584K -$10.9K -38 -2%
GLA
1718
Good Life Advisors
Pennsylvania
$582K +$154K +535 +37%
VAG
1719
VisionPoint Advisory Group
Texas
$580K -$111K -387 -17%
WS
1720
Wela Strategies
Georgia
$578K +$72.1K +251 +15%
SMC
1721
Smith, Moore & Co
Missouri
$577K -$27.6K -96 -5%
ACM
1722
Arcataur Capital Management
Wisconsin
$576K -$2.87K -10 -0.5%
WCM
1723
Whitener Capital Management
North Carolina
$576K – – –
DE
1724
Diversified Enterprises
Delaware
$575K +$11.2K +39 +2%
IFO
1725
Independent Family Office
New York
$573K – – –
67 68
69
70 71