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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
1826
Pacific Capital Wealth Advisors
California
$207K +$208K +1,253 New
PAI
1827
Pittenger & Anderson Inc
Nebraska
$206K – – –
BIM
1828
Bridges Investment Management
Nebraska
$206K +$207K +1,250 New
AAP
1829
Arax Advisory Partners
Colorado
$206K +$4.81K +29 +2%
GSEP
1830
Golden State Equity Partners
California
$205K +$206K +1,244 New
BSAM
1831
Blue Square Asset Management
New York
$205K +$206K +1,240 New
NSAM
1832
North Star Asset Management
Wisconsin
$204K +$205K +1,236 New
DI
1833
DFPG Investments
Utah
$203K -$21.7K -131 -10%
EWA
1834
Encompass Wealth Advisors
Oregon
$203K +$204K +1,230 New
CAI
1835
Capital Advisors Inc
Oklahoma
$203K +$204K +1,228 New
HWA
1836
Heartwood Wealth Advisors
Virginia
$202K +$203K +1,222 New
C
1837
Certuity
Florida
$201K +$202K +1,218 New
FCM
1838
Firestone Capital Management
Florida
$200K +$202K +1,215 New
APG
1839
Abacus Planning Group
South Carolina
$200K +$201K +1,214 New
KFI
1840
Key Financial Inc
Pennsylvania
$200K +$24.9K +150 +14%
GGI
1841
Godsey & Gibb Inc
Virginia
$199K – – –
MCI
1842
MRP Capital Investments
Georgia
$197K +$65.5K +395 +49%
CT
1843
Clearstead Trust
Maine
$197K – – –
CCP
1844
Carmel Capital Partners
California
$195K +$196K +1,183 New
MAM
1845
Magellan Asset Management
Australia
$195K +$5.97K +36 +3%
SS
1846
Sunbelt Securities
Texas
$193K +$197K +1,187 New
GFPC
1847
Global Financial Private Client
Florida
$185K – – –
ETH
1848
Exos TFP Holdings
New York
$181K +$102K +616 +128%
VNA
1849
Valley National Advisers
Pennsylvania
$179K +$332 +2 +0.2%
NFSG
1850
Newbridge Financial Services Group
Florida
$175K -$829 -5 -0.5%
72 73
74
75 76