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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MMHP
1776
Murphy Middleton Hinkle & Parker
Georgia
$228K – – –
VFA
1777
Voya Financial Advisors
Connecticut
$227K +$4.2K +26 +2%
AFT
1778
Alpha Family Trust
California
$227K – – –
ABLA
1779
Alan B. Lancz & Associates
Ohio
$226K – – –
LW
1780
Libra Wealth
California
$226K – – –
TIM
1781
Tortoise Investment Management
New York
$226K – – –
PCA
1782
Prosperity Capital Advisors
Ohio
$226K -$9.2K -57 -4%
SS
1783
Sunbelt Securities
Texas
$226K +$17.4K +108 +9%
JWA
1784
JFS Wealth Advisors
Pennsylvania
$225K -$3.07K -19 -1%
KA
1785
KLCM Advisors
Wisconsin
$225K +$209K +1,293 New
FIBT
1786
First International Bank & Trust
North Dakota
$225K +$208K +1,291 New
TCWA
1787
Ten Capital Wealth Advisors
Washington
$224K +$102K +634 +97%
PC
1788
Port Capital
Illinois
$223K – – –
KFI
1789
Key Financial Inc
Pennsylvania
$223K +$10.8K +67 +6%
BCA
1790
Bay Colony Advisors
Massachusetts
$223K – – –
4WM
1791
4J Wealth Management
Virginia
$223K +$206K +1,278 New
AIA
1792
Angeles Investment Advisors
California
$223K +$206K +1,278 New
TCA
1793
Trifecta Capital Advisors
Illinois
$222K – – –
PA
1794
Prossimo Advisors
California
$222K +$205K +1,273 New
AAP
1795
Arax Advisory Partners
Colorado
$222K +$4.03K +25 +2%
ISWM
1796
Independent Solutions Wealth Management
New York
$222K – – –
IMCOOI
1797
Investment Management Corp of Ontario (IMCO)
Canada
$222K -$1.82M -11,274 -90%
AFP
1798
Ausdal Financial Partners
Iowa
$221K +$205K +1,271 New
EPP
1799
ETF Portfolio Partners
Kansas
$221K – – –
MC
1800
Middleton & Co
Massachusetts
$221K – – –
70 71
72
73 74