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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GAMC
1851
Garner Asset Management Corp
Texas
$329K +$232 +1 +0.1%
KIG
1852
Kowal Investment Group
Wisconsin
$328K +$38K +164 +13%
FCM
1853
Family Capital Management
Michigan
$328K +$695 +3 +0.2%
PG
1854
Patten Group
Tennessee
$328K -$168K -724 -34%
CPC
1855
Consolidated Planning Corp
Georgia
$327K – – –
KOC
1856
Koss-Olinger Consulting
Florida
$327K +$327K +1,414 New
TNAM
1857
Terra Nova Asset Management
New York
$326K +$926 +4 +0.3%
NFSG
1858
Newbridge Financial Services Group
Florida
$325K +$105K +452 +47%
SIMG
1859
Sonora Investment Management Group
Arizona
$325K – – –
EWM
1860
EPG Wealth Management
Georgia
$324K -$341K -1,472 Closed
MJP
1861
Michael J. Puzo
$324K -$23.2K -100 -7%
FA
1862
Fountainhead AM
New Jersey
$323K +$6.72K +29 +2%
QFA
1863
Quantum Financial Advisors
California
$321K – – –
SSWM
1864
Strait & Sound Wealth Management
California
$320K -$10.4K -45 -3%
CFG
1865
Cooper Financial Group
California
$319K +$319K +1,379 New
CIS
1866
Capital International Sarl
California
$318K +$318K +1,375 New
MAG
1867
M3 Advisory Group
Massachusetts
$318K +$101K +438 +47%
DWM
1868
Drive Wealth Management
Utah
$318K +$8.57K +37 +3%
CW
1869
CIC Wealth
Maryland
$318K -$33.8K -146 -10%
HC
1870
Hamilton Capital
Ohio
$317K -$215K -929 -40%
1CP
1871
17 Capital Partners
Arizona
$317K -$7.41K -32 -2%
SAM
1872
Strategy Asset Managers
California
$317K +$37.1K +160 +10%
LPT
1873
Legacy Private Trust
Wisconsin
$316K – – –
PCWA
1874
Pacific Capital Wealth Advisors
California
$316K +$18.3K +79 +6%
MAG
1875
Mayfair Advisory Group
Alabama
$316K -$50K -216 -14%
73 74
75
76 77