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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
1701
Engineers Gate Manager
New York
$550K +$605K +2,046 New
OLA
1702
Oliver Luxxe Assets
New Jersey
$549K -$4.89M -16,543 -89%
DRD
1703
Dennis R. Delaney
$549K +$603K +2,040 New
APA
1704
Astoria Portfolio Advisors
New York
$547K +$8.28K +28 +1%
WS
1705
Wela Strategies
Georgia
$547K +$25.1K +85 +4%
AF
1706
Atala Financial
California
$547K – – –
CCC
1707
Compass Capital Corp
Massachusetts
$546K +$216K +731 +56%
KAS
1708
KPP Advisory Services
Kentucky
$545K +$63.5K +215 +12%
KF
1709
KKM Financial
Illinois
$545K – – –
BFS
1710
BridgePort Financial Solutions
Iowa
$544K -$2.07K -7 -0.3%
CA
1711
Calton & Associates
Florida
$543K +$376K +1,272 +170%
OWA
1712
ORBA Wealth Advisors
Illinois
$543K – – –
LCGC
1713
Legacy Capital Group California
California
$542K -$16K -54 -3%
SFG
1714
Sunburst Financial Group
Alabama
$541K -$59.1K -200 -9%
SWMP
1715
Signature Wealth Management Partners
New Jersey
$541K -$37.2K -126 -6%
TWM
1716
Thrive Wealth Management
Pennsylvania
$539K -$18K -61 -3%
CIA
1717
Caerus Investment Advisors
Texas
$538K – – –
HA
1718
Harbor Advisors
Florida
$538K – – –
PHM
1719
Prospect Hill Management
New Jersey
$538K +$333K +1,125 +129%
MUAMU
1720
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$538K -$2.07M -7,000 -78%
MCM
1721
Magnolia Capital Management
New York
$538K – – –
DW30
1722
Drucker Wealth 3.0
New Jersey
$537K +$26K +88 +5%
BA
1723
Ballast Advisors
Minnesota
$535K -$126K -427 -18%
LSIA
1724
LaSalle St. Investment Advisors
Illinois
$535K +$6.5K +22 +1%
PG
1725
Prostatis Group
Maryland
$535K -$887 -3 -0.2%
67 68
69
70 71