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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1776
Edge Wealth Management
New York
$201K +$203K +1,373 New
HFRG
1777
Houlihan Financial Resource Group
Virginia
$201K +$201K +1,357 New
SPP
1778
Single Point Partners
Massachusetts
$201K +$202K +1,363 New
RIA
1779
Regal Investment Advisors
Michigan
$201K -$47.6K -321 -19%
V
1780
ViaWealth
Kansas
$200K +$197K +1,331 New
HWA
1781
HHM Wealth Advisors
Tennessee
$194K -$8.15K -55 -4%
JWA
1782
JFS Wealth Advisors
Pennsylvania
$192K -$9.78K -66 -5%
TIM
1783
Tortoise Investment Management
New York
$192K -$8.3K -56 -4%
MHR
1784
Matthew Hamilton Rosenberg
$190K +$7.71K +52 +4%
TCA
1785
Trifecta Capital Advisors
Illinois
$189K +$189K +1,277 New
PAI
1786
Pittenger & Anderson Inc
Nebraska
$185K +$111K +750 +150%
RCM
1787
Raleigh Capital Management
North Carolina
$183K +$5.63K +38 +3%
IBOK
1788
Independence Bank of Kentucky
Kentucky
$182K – – –
AAP
1789
Arax Advisory Partners
Colorado
$180K +$9.34K +63 +5%
GGI
1790
Godsey & Gibb Inc
Virginia
$178K +$179K +1,207 New
CT
1791
Clearstead Trust
Maine
$176K – – –
VNA
1792
Valley National Advisers
Pennsylvania
$171K -$9.63K -65 -6%
MAM
1793
Magellan Asset Management
Australia
$169K -$16.9K -114 -9%
GFPC
1794
Global Financial Private Client
Florida
$167K – – –
CWP
1795
Concord Wealth Partners
Virginia
$161K +$162K +1,090 New
GJIA
1796
Glass Jacobson Investment Advisors
Maryland
$160K +$161K +1,085 New
BONH
1797
Bank of New Hampshire
New Hampshire
$159K – – –
NFSG
1798
Newbridge Financial Services Group
Florida
$158K -$5.93K -40 -4%
WWM
1799
Wolff Wiese Magana
California
$151K -$61.3K -414 -29%
CAM
1800
Close Asset Management
United Kingdom
$148K – – –
70 71
72
73 74