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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1801
Prestige Wealth Management Group
New Jersey
$103K -$21.1K -128 -15%
EWA
1802
EverSource Wealth Advisors
Alabama
$103K +$55.2K +334 +81%
NSB
1803
Norway Savings Bank
Maine
$101K -$57.8K -350 -32%
VCM
1804
Versant Capital Management
Arizona
$100K – – –
BFG
1805
Baron Financial Group
New Jersey
$99.9K – – –
BWM
1806
BerganKDV Wealth Management
Minnesota
$99K -$496 -3 -0.4%
CJL
1807
Cyrus J. Lawrence
New York
$98K – – –
AW
1808
Avion Wealth
Texas
$95K – – –
FMTCOCP
1809
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$95K – – –
HIM
1810
Hillsdale Investment Management
Ontario, Canada
$93K +$94.3K +571 +565%
LCM
1811
Logan Capital Management
Pennsylvania
$92K – – –
MGIM
1812
M&G Investment Management
United Kingdom
$91.1K +$5.31M +32,148 +5%
AP
1813
Arlington Partners
Alabama
$91K – – –
FPS
1814
Fieldpoint Private Securities
Connecticut
$90K -$85.6K -518 -44%
SL
1815
Savior LLC
Massachusetts
$86K – – –
BMD
1816
Better Money Decisions
New Mexico
$86K +$102K +619 New
MCC
1817
Money Concepts Capital
Florida
$84K -$480K -2,908 -83%
UIA
1818
Ulland Investment Advisors
Minnesota
$83K -$8.26K -50 -8%
FA
1819
Fortis Advisors
Pennsylvania
$82K – – –
TFM
1820
TFC Financial Management
Massachusetts
$82K – – –
ASBI
1821
American State Bank (Iowa)
Iowa
$79K – – –
ANBT
1822
American National Bank & Trust
Texas
$79K +$94.2K +570 New
DAC
1823
Dividend Assets Capital
South Carolina
$78K – – –
WCMN
1824
Westchester Capital Management (Nebraska)
Nebraska
$78K – – –
RAM
1825
Riggs Asset Management
Pennsylvania
$76K +$8.26K +50 +10%
71 72
73
74 75