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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
6F
1876
626 Financial
Michigan
$381K -$106K -427 -23%
OFG
1877
Oxford Financial Group
Indiana
$381K -$41.8K -168 -11%
ISWM
1878
Independent Solutions Wealth Management
New York
$380K -$5.98K -24 -2%
SW
1879
Simplicity Wealth
New Jersey
$380K -$3.01M -12,108 -90%
CAS
1880
CTC Alternative Strategies
Illinois
$379K -$307K -1,231 -47%
FA
1881
Fountainhead AM
New Jersey
$379K +$498 +2 +0.1%
FFA
1882
Fragasso Financial Advisors
Pennsylvania
$378K +$15.9K +64 +5%
SOS
1883
Silver Oak Securities
Tennessee
$374K +$7.72K +31 +2%
RPGK
1884
Retirement Planning Group (Kansas)
Kansas
$374K +$343K +1,379 New
PCWA
1885
Pacific Capital Wealth Advisors
California
$373K +$2.74K +11 +0.8%
FFBTD
1886
First Financial Bank - Trust Division
Ohio
$372K -$15.7K -63 -4%
CW
1887
CIC Wealth
Maryland
$372K – – –
PCA
1888
Prosperity Capital Advisors
Ohio
$372K +$125K +501 +58%
1CP
1889
17 Capital Partners
Arizona
$371K – – –
CIP
1890
Convergence Investment Partners
Florida
$370K -$969K -3,892 -74%
LPT
1891
Legacy Private Trust
Wisconsin
$370K – – –
AA
1892
Ancora Advisors
Ohio
$369K +$747 +3 +0.2%
HFRG
1893
Houlihan Financial Resource Group
Virginia
$368K – – –
CTA
1894
Colonial Trust Advisors
South Carolina
$368K – – –
EHAM
1895
Eagle Harbor Asset Management
Washington
$368K – – –
MPM
1896
MBB Public Markets
Illinois
$366K -$9.72M -39,038 -97%
JWBC
1897
J.W. Burns & Co
New York
$366K – – –
VWM
1898
Vigilare Wealth Management
Arizona
$365K +$335K +1,346 New
TWP
1899
Tyche Wealth Partners
Texas
$362K +$1.25K +5 +0.4%
WCFA
1900
Walkner Condon Financial Advisors
Wisconsin
$361K -$56.5K -227 -15%
74 75
76
77 78