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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
1876
Mine & Arao Wealth Creation & Management
California
$187K – – –
HIIFS
1877
Harel Insurance Investments & Financial Services
Israel
$186K +$26.2K +145 +17%
C
1878
Covestor
United Kingdom
$177K +$115K +638 +207%
S
1879
Surevest
California
$175K +$181 +1 +0.1%
NFSG
1880
Newbridge Financial Services Group
Florida
$174K +$95.4K +528 +132%
LPIC
1881
LeJeune Puetz Investment Counsel
Michigan
$171K – – –
RCM
1882
Raleigh Capital Management
North Carolina
$170K +$165K +912 New
WA
1883
Win Advisors
Florida
$169K +$163K +905 New
OCM
1884
Orion Capital Management
California
$168K +$54K +299 +50%
WBC
1885
West Branch Capital
Massachusetts
$165K – – –
LWA
1886
Lenox Wealth Advisors
New York
$165K +$903 +5 +0.6%
CAM
1887
Close Asset Management
United Kingdom
$164K – – –
LB
1888
Legacy Bridge
Iowa
$162K -$24.4K -135 -14%
PWMG
1889
Prestige Wealth Management Group
New Jersey
$162K +$1.08K +6 +0.7%
BA
1890
Bellwether Advisors
Nebraska
$161K – – –
FFA
1891
Freedman Financial Associates
Massachusetts
$159K – – –
SAM
1892
Sycomore Asset Management
France
$156K +$44.2K +245 +43%
KFS
1893
Kelly Financial Services
Massachusetts
$152K +$11.7K +65 +9%
AA
1894
Ancora Advisors
Ohio
$152K – – –
ODG
1895
O'Dell Group
Ohio
$152K +$361 +2 +0.2%
MWM
1896
Mascoma Wealth Management
New Hampshire
$151K +$4.33K +24 +3%
FFC
1897
First Financial Corp
Indiana
$149K – – –
CAM
1898
CenterStar Asset Management
Illinois
$146K – – –
EWM
1899
Endurance Wealth Management
Rhode Island
$143K +$6.86K +38 +5%
T
1900
TCWP
Ohio
$143K +$138K +765 New
74 75
76
77 78