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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1776
ViaWealth
Kansas
$200K +$197K +1,331 New
HWA
1777
HHM Wealth Advisors
Tennessee
$194K -$8.15K -55 -4%
JWA
1778
JFS Wealth Advisors
Pennsylvania
$192K -$9.78K -66 -5%
TIM
1779
Tortoise Investment Management
New York
$192K -$8.3K -56 -4%
MHR
1780
Matthew Hamilton Rosenberg
$190K +$7.71K +52 +4%
TCA
1781
Trifecta Capital Advisors
Illinois
$189K +$189K +1,277 New
PAI
1782
Pittenger & Anderson Inc
Nebraska
$185K +$111K +750 +150%
RCM
1783
Raleigh Capital Management
North Carolina
$183K +$5.63K +38 +3%
IBOK
1784
Independence Bank of Kentucky
Kentucky
$182K – – –
AAP
1785
Arax Advisory Partners
Colorado
$180K +$9.34K +63 +5%
GGI
1786
Godsey & Gibb Inc
Virginia
$178K +$179K +1,207 New
CT
1787
Clearstead Trust
Maine
$176K – – –
VNA
1788
Valley National Advisers
Pennsylvania
$171K -$9.63K -65 -6%
MAM
1789
Magellan Asset Management
Australia
$169K -$16.9K -114 -9%
GFPC
1790
Global Financial Private Client
Florida
$167K – – –
CWP
1791
Concord Wealth Partners
Virginia
$161K +$162K +1,090 New
GJIA
1792
Glass Jacobson Investment Advisors
Maryland
$160K +$161K +1,085 New
BONH
1793
Bank of New Hampshire
New Hampshire
$159K – – –
NFSG
1794
Newbridge Financial Services Group
Florida
$158K -$5.93K -40 -4%
WWM
1795
Wolff Wiese Magana
California
$151K -$61.3K -414 -29%
CAM
1796
Close Asset Management
United Kingdom
$148K – – –
AP
1797
Arlington Partners
Alabama
$147K +$96.3K +650 +187%
DMBA
1798
Deseret Mutual Benefit Administrators
Utah
$146K -$122K -825 -46%
OCM
1799
Osterweis Capital Management
California
$145K – – –
CT
1800
Colonial Trust
South Carolina
$144K +$52.9K +357 +58%
70 71
72
73 74