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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
1851
Legacy Private Trust
Wisconsin
$311K – – –
JFA
1852
JNBA Financial Advisors
Minnesota
$311K -$13.1K -63 -4%
OFG
1853
Oxford Financial Group
Indiana
$310K -$2.07K -10 -0.7%
AMG
1854
Advisors Management Group
Wisconsin
$310K -$1.87K -9 -0.7%
HFRG
1855
Houlihan Financial Resource Group
Virginia
$309K – – –
CW
1856
Channel Wealth
California
$309K -$6.63K -32 -2%
AA
1857
Ancora Advisors
Ohio
$309K – – –
EHAM
1858
Eagle Harbor Asset Management
Washington
$309K -$15.1K -73 -5%
JWBC
1859
J.W. Burns & Co
New York
$308K – – –
EGA
1860
E&G Advisors
Texas
$307K +$20.7K +100 +8%
EL
1861
Envoi LLC
Minnesota
$307K +$280K +1,350 New
SQA
1862
Simon Quick Advisors
New Jersey
$307K +$279K +1,347 New
NL
1863
NWAM LLC
Washington
$306K -$42.1K -203 -13%
PL
1864
Perpetual Ltd
Australia
$305K -$407K -1,964 -58%
GGI
1865
Godsey & Gibb Inc
Virginia
$304K – – –
DWM
1866
Drive Wealth Management
Utah
$304K -$92.3K -445 -25%
GDP
1867
Great Diamond Partners
Maine
$304K -$27.6K -133 -9%
TWP
1868
Tyche Wealth Partners
Texas
$303K -$10.4K -50 -4%
HFS
1869
Heritage Financial Services
Massachusetts
$302K +$5.6K +27 +2%
HCP
1870
Hexagon Capital Partners
Arkansas
$301K -$34.4K -166 -11%
SN
1871
Sittner & Nelson
Oregon
$301K +$207 +1 +0.1%
CIG
1872
Cascade Investment Group
Colorado
$301K – – –
FDDB
1873
Fidelity D&D Bancorp
Pennsylvania
$300K +$3.52K +17 +1%
SAM
1874
Summit Asset Management
Tennessee
$299K – – –
VC
1875
Vicus Capital
Pennsylvania
$299K +$272K +1,311 New
73 74
75
76 77