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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1801
Key Financial Inc
Pennsylvania
$181K -$11K -67 -5%
GJIA
1802
Glass Jacobson Investment Advisors
Maryland
$178K – – –
VNA
1803
Valley National Advisers
Pennsylvania
$175K +$6.38K +39 +3%
NFSG
1804
Newbridge Financial Services Group
Florida
$170K +$12.3K +75 +7%
GFPC
1805
Global Financial Private Client
Florida
$169K – – –
CF
1806
Centaurus Financial
California
$165K -$6.22K -38 -3%
IWP
1807
Icon Wealth Partners
Texas
$165K -$927K -5,666 -84%
MHR
1808
Matthew Hamilton Rosenberg
$159K +$9.81K +60 +6%
CAL
1809
Capital Advisors Ltd
Ohio
$159K – – –
IBOK
1810
Independence Bank of Kentucky
Kentucky
$159K – – –
HIIFS
1811
Harel Insurance Investments & Financial Services
Israel
$158K +$14.7K +90 +9%
EAM
1812
EdenTree Asset Management
United Kingdom
$149K -$981K -6,000 -86%
MAWCM
1813
Mine & Arao Wealth Creation & Management
California
$149K – – –
CAM
1814
Close Asset Management
United Kingdom
$149K – – –
BONH
1815
Bank of New Hampshire
New Hampshire
$147K – – –
OCM
1816
Osterweis Capital Management
California
$147K – – –
FMII
1817
Farmers & Merchants Investments Inc
Nebraska
$145K +$8.02K +49 +5%
TC
1818
Truvestments Capital
Florida
$144K -$40.6K -248 -20%
GPI
1819
General Partner Inc
Pennsylvania
$140K – – –
HIM
1820
Hillsdale Investment Management
Ontario, Canada
$134K +$76.9K +470 +110%
PPWM
1821
PFG Private Wealth Management
Florida
$132K -$26K -159 -15%
NCM
1822
Northwest Capital Management
Oregon
$132K – – –
TCA
1823
Trifecta Capital Advisors
Illinois
$132K -$63.8K -390 -31%
WBC
1824
West Branch Capital
Massachusetts
$132K -$81.8K -500 -36%
WWP
1825
WR Wealth Planners
Missouri
$132K +$3.27K +20 +2%
71 72
73
74 75