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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
1776
Sonora Investment Management Group
Arizona
$228K +$229K +1,382 New
PCA
1777
Providence Capital Advisors
North Carolina
$227K – – –
BCM
1778
BTC Capital Management
Iowa
$227K -$66.4K -400 -23%
SIA
1779
Soltis Investment Advisors
Utah
$227K +$228K +1,375 New
WCM
1780
Wedge Capital Management
North Carolina
$226K +$228K +1,373 New
CFP
1781
Catalyst Financial Partners
Massachusetts
$226K +$228K +1,372 New
SWA
1782
Stratos Wealth Advisors
Ohio
$226K +$227K +1,371 New
LPT
1783
Legacy Private Trust
Wisconsin
$225K – – –
WA1
1784
Wimmer Associates 1
California
$225K – – –
SDAM
1785
Shulman DeMeo Asset Management
New York
$224K -$3.65K -22 -2%
HFRG
1786
Houlihan Financial Resource Group
Virginia
$224K – – –
PCA
1787
Prosperity Capital Advisors
Ohio
$223K +$224K +1,352 New
JWBC
1788
J.W. Burns & Co
New York
$223K +$224K +1,353 New
EGA
1789
E&G Advisors
Texas
$223K -$158K -950 -41%
USGIU
1790
U.S. Global Investors (USGI)
Texas
$223K +$224K +1,350 New
CSB
1791
City State Bank
Iowa
$222K -$12.1K -73 -5%
KFA
1792
Kapstone Financial Advisors
Ohio
$221K – – –
GA
1793
Gateway Advisory
New Jersey
$220K +$221K +1,335 New
MAM
1794
Meeder Asset Management
Ohio
$220K +$221K +1,333 New
HBT
1795
Heartland Bank & Trust
Illinois
$220K +$221K +1,332 New
CIG
1796
Cascade Investment Group
Colorado
$218K +$219K +1,320 New
WMP
1797
Wealth Management Partners
Arizona
$217K +$219K +1,318 New
HWA
1798
HHM Wealth Advisors
Tennessee
$217K – – –
HI
1799
Hudock Inc
Pennsylvania
$217K -$33.2K -200 -13%
SAM
1800
Summit Asset Management
Tennessee
$217K +$218K +1,315 New
70 71
72
73 74