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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1701
Atala Financial
California
$648K – – –
SWMP
1702
Signature Wealth Management Partners
New Jersey
$647K +$5.35K +19 +0.9%
KF
1703
KKM Financial
Illinois
$646K – – –
LCGC
1704
Legacy Capital Group California
California
$646K +$3.1K +11 +0.5%
SIMG
1705
Sonora Investment Management Group
Arizona
$646K +$155K +549 +37%
BFS
1706
BridgePort Financial Solutions
Iowa
$645K – – –
GFP
1707
Gryphon Financial Partners
Ohio
$645K +$38K +135 +7%
KAS
1708
KPP Advisory Services
Kentucky
$644K -$1.69K -6 -0.3%
ACM
1709
Avalon Capital Management
California
$644K +$568K +2,018 New
SFG
1710
Sunburst Financial Group
Alabama
$642K – – –
TWM
1711
Thrive Wealth Management
Pennsylvania
$642K +$2.53K +9 +0.4%
BA
1712
Ballast Advisors
Minnesota
$640K +$4.79K +17 +0.9%
PWP
1713
Precedent Wealth Partners
Texas
$639K -$32.4K -115 -5%
MCM
1714
Magnolia Capital Management
New York
$638K – – –
CA
1715
Capital Advantage
California
$638K -$272K -965 -33%
CA
1716
Crumly & Associates
Illinois
$638K -$34.3K -122 -6%
CIA
1717
Caerus Investment Advisors
Texas
$638K – – –
HA
1718
Harbor Advisors
Florida
$638K – – –
PHM
1719
Prospect Hill Management
New Jersey
$638K – – –
SIS
1720
Strategic Investment Solutions
Illinois
$638K +$396K +1,408 +238%
TSWM
1721
Triangle Securities Wealth Management
North Carolina
$638K -$208K -738 -27%
GCA
1722
Genesee Capital Advisors
New York
$635K +$1.41K +5 +0.3%
RCM
1723
Raleigh Capital Management
North Carolina
$635K -$50.1K -178 -8%
AIM
1724
Allen Investment Management
New York
$630K – – –
BCM
1725
Blume Capital Management
California
$627K +$563 +2 +0.1%
67 68
69
70 71