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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1801
Holloway Wealth Management
Florida
$20K – – –
GTAM
1802
Global Trust Asset Management
Florida
$20K +$19.3K +123 New
SGAM
1803
Smith Group Asset Management
Texas
$19K -$3.6K -23 -17%
AWM
1804
Activest Wealth Management
Florida
$18K +$7.83K +50 +89%
TC
1805
Tacita Capital
Ontario, Canada
$17K -$88.5K -565 -85%
CP
1806
Corbenic Partners
Pennsylvania
$17K – – –
IPW
1807
IronBridge Private Wealth
Texas
$17K – – –
IHWM
1808
Iron Horse Wealth Management
Iowa
$17K – – –
PSIWM
1809
Paradigm Strategies in Wealth Management
Minnesota
$17K – – –
WAS
1810
Winch Advisory Services
Wisconsin
$16K – – –
JGIA
1811
Jackson Grant Investment Advisers
Connecticut
$15K – – –
DWMG
1812
DB Wealth Management Group
California
$13K – – –
FPS
1813
Fieldpoint Private Securities
Connecticut
$12K – – –
OSNBOA
1814
Old Second National Bank of Aurora
Illinois
$11K – – –
AFG
1815
Albion Financial Group
Utah
$11K +$10K +64 New
AW
1816
Alaethes Wealth
Nevada
$11K +$10.2K +65 New
EWA
1817
Evolution Wealth Advisors
Florida
$10K – – –
PCH
1818
Polar Capital Holdings
United Kingdom
$9.64K +$2.2M +14,028 +32%
BBHC
1819
Brown Brothers Harriman & Co
New York
$8.19K -$51.7K -330 -0.7%
HFA
1820
HC Financial Advisors
California
$8K – – –
ACA
1821
Atlas Capital Advisors
Wyoming
$7.93K +$7.52K +48 New
HCM
1822
Horrell Capital Management
Arkansas
$7K – – –
GEA
1823
Glen Eagle Advisors
New Jersey
$6.28K – – –
CWC
1824
Carolinas Wealth Consulting
North Carolina
$6K -$13.6K -87 -70%
MS
1825
Mizuho Securities
Japan
$6K -$313 -2 -5%
71 72
73
74 75