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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
1751
DB Wealth Management Group
California
$11K – – –
FPS
1752
Fieldpoint Private Securities
Connecticut
$10K – – –
OSNBOA
1753
Old Second National Bank of Aurora
Illinois
$10K – – –
EWA
1754
Evolution Wealth Advisors
Florida
$9K – – –
CIA
1755
CSat Investment Advisory
Michigan
$8K -$793 -6 -9%
AWM
1756
Activest Wealth Management
Florida
$8K +$7.4K +56 New
BBHC
1757
Brown Brothers Harriman & Co
New York
$7.05K +$120K +906 +2%
HFA
1758
HC Financial Advisors
California
$7K -$114K -863 -95%
WWMSC
1759
Wagner Wealth Management (South Carolina)
South Carolina
$7K +$6.61K +50 New
MS
1760
Mizuho Securities
Japan
$6K -$2.77K -21 -34%
HCM
1761
Horrell Capital Management
Arkansas
$6K – – –
GEA
1762
Glen Eagle Advisors
New Jersey
$5.38K +$925 +7 +23%
CWA
1763
Carolina Wealth Advisors
South Carolina
$5K +$2.64K +20 +125%
AWM
1764
Atticus Wealth Management
Florida
$4K -$5.68K -43 -62%
PCTC
1765
Perkins Coie Trust Company
Washington
$4K – – –
FBT
1766
First Bank & Trust
South Dakota
$3K -$5.02K -38 -67%
LWA
1767
Lowe Wealth Advisors
Maryland
$3K – – –
PHK
1768
Point72 Hong Kong
Hong Kong
$3K +$2.38K +18 New
JIR
1769
James Investment Research
Ohio
$3K +$2.77K +21 New
HWM
1770
HighMark Wealth Management
Minnesota
$2K -$2.64K -20 -57%
MWA
1771
Moser Wealth Advisors
Washington
$2K +$2.11K +16 New
MIH
1772
Meitav Investment House
Israel
$1.44K +$423K +3,200 +46%
CWAF
1773
Core Wealth Advisors (Florida)
Florida
$1K – – –
ONST
1774
Old North State Trust
North Carolina
$1K – – –
FWM
1775
Focused Wealth Management
New York
$1K +$1.32K +10 New
69 70
71
72 73