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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
1801
Engineers Gate Manager
New York
$614K +$167K +499 +33%
SWMP
1802
Signature Wealth Management Partners
New Jersey
$614K – – –
E
1803
Evansbrook
Illinois
$613K – – –
YIH
1804
Y-Intercept (HK)
Hong Kong
$612K -$3.87M -11,545 -85%
CG
1805
Curat Global
New Hampshire
$609K -$41.9K -125 -6%
SCA
1806
Sippican Capital Advisors
Massachusetts
$609K – – –
SLA
1807
Silver Lake Advisory
Utah
$608K +$1.01K +3 +0.1%
BFS
1808
BridgePort Financial Solutions
Iowa
$608K -$11.4K -34 -2%
HA
1809
Harbor Advisors
Florida
$605K – – –
FWA
1810
FSM Wealth Advisors
Ohio
$605K -$43.6K -130 -6%
EFM
1811
E Fund Management
China
$605K +$670K +1,999 New
TWM
1812
Thrive Wealth Management
Pennsylvania
$604K -$10.7K -32 -2%
WG
1813
Wellington Group
Indiana
$603K +$195K +583 +41%
ATS
1814
Ashton Thomas Securities
New York
$598K +$20.5K +61 +3%
KP
1815
Keel Point
Alabama
$597K -$188K -562 -22%
TA
1816
TrueWealth Advisors
Alabama
$597K +$470K +1,403 +246%
GCA
1817
Genesee Capital Advisors
New York
$596K -$2.68K -8 -0.4%
MCWA
1818
Meadow Creek Wealth Advisors
Georgia
$596K -$671 -2 -0.1%
RCG
1819
Regatta Capital Group
California
$596K -$55.3K -165 -8%
BCG
1820
Breakwater Capital Group
New Jersey
$596K -$16.8K -50 -2%
CD
1821
Chapin Davis
Maryland
$596K -$81.5K -243 -11%
TIP
1822
Torray Investment Partners
Maryland
$594K -$7.48M -22,310 -92%
RCM
1823
RNC Capital Management
California
$594K +$68.7K +205 +12%
JWA
1824
JFS Wealth Advisors
Pennsylvania
$594K +$2.35K +7 +0.4%
DTC
1825
Davidson Trust Company
Washington
$594K +$15.1K +45 +2%
71 72
73
74 75