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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1751
IronBridge Private Wealth
Texas
$14K – – –
IHWM
1752
Iron Horse Wealth Management
Iowa
$14K – – –
NFSG
1753
Newbridge Financial Services Group
Florida
$14K – – –
WAS
1754
Winch Advisory Services
Wisconsin
$14K – – –
PSIWM
1755
Paradigm Strategies in Wealth Management
Minnesota
$14K +$13.2K +100 New
CP
1756
Corbenic Partners
Pennsylvania
$14K +$13.3K +101 New
JGIA
1757
Jackson Grant Investment Advisers
Connecticut
$13K – – –
DWMG
1758
DB Wealth Management Group
California
$11K – – –
FPS
1759
Fieldpoint Private Securities
Connecticut
$10K – – –
OSNBOA
1760
Old Second National Bank of Aurora
Illinois
$10K – – –
EWA
1761
Evolution Wealth Advisors
Florida
$9K – – –
CIA
1762
CSat Investment Advisory
Michigan
$8K -$793 -6 -9%
AWM
1763
Activest Wealth Management
Florida
$8K +$7.4K +56 New
HFA
1764
HC Financial Advisors
California
$7K -$114K -863 -95%
WWMSC
1765
Wagner Wealth Management (South Carolina)
South Carolina
$7K +$6.61K +50 New
MS
1766
Mizuho Securities
Japan
$6K -$2.77K -21 -34%
HCM
1767
Horrell Capital Management
Arkansas
$6K – – –
GEA
1768
Glen Eagle Advisors
New Jersey
$5.38K +$925 +7 +23%
CWA
1769
Carolina Wealth Advisors
South Carolina
$5K +$2.64K +20 +125%
AWM
1770
Atticus Wealth Management
Florida
$4K -$5.68K -43 -62%
PCTC
1771
Perkins Coie Trust Company
Washington
$4K – – –
FBT
1772
First Bank & Trust
South Dakota
$3K -$5.02K -38 -67%
LWA
1773
Lowe Wealth Advisors
Maryland
$3K – – –
PHK
1774
Point72 Hong Kong
Hong Kong
$3K +$2.38K +18 New
JIR
1775
James Investment Research
Ohio
$3K +$2.77K +21 New
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