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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1876
Fountainhead AM
New Jersey
$379K +$498 +2 +0.1%
FFA
1877
Fragasso Financial Advisors
Pennsylvania
$378K +$15.9K +64 +5%
SOS
1878
Silver Oak Securities
Tennessee
$374K +$7.72K +31 +2%
RPGK
1879
Retirement Planning Group (Kansas)
Kansas
$374K +$343K +1,379 New
PCWA
1880
Pacific Capital Wealth Advisors
California
$373K +$2.74K +11 +0.8%
FFBTD
1881
First Financial Bank - Trust Division
Ohio
$372K -$15.7K -63 -4%
CW
1882
CIC Wealth
Maryland
$372K – – –
PCA
1883
Prosperity Capital Advisors
Ohio
$372K +$125K +501 +58%
1CP
1884
17 Capital Partners
Arizona
$371K – – –
CIP
1885
Convergence Investment Partners
Florida
$370K -$969K -3,892 -74%
LPT
1886
Legacy Private Trust
Wisconsin
$370K – – –
AA
1887
Ancora Advisors
Ohio
$369K +$747 +3 +0.2%
HFRG
1888
Houlihan Financial Resource Group
Virginia
$368K – – –
CTA
1889
Colonial Trust Advisors
South Carolina
$368K – – –
EHAM
1890
Eagle Harbor Asset Management
Washington
$368K – – –
MPM
1891
MBB Public Markets
Illinois
$366K -$9.72M -39,038 -97%
JWBC
1892
J.W. Burns & Co
New York
$366K – – –
VWM
1893
Vigilare Wealth Management
Arizona
$365K +$335K +1,346 New
TWP
1894
Tyche Wealth Partners
Texas
$362K +$1.25K +5 +0.4%
WCFA
1895
Walkner Condon Financial Advisors
Wisconsin
$361K -$56.5K -227 -15%
LI
1896
Lafayette Investments
Maryland
$359K -$25.6K -103 -7%
SN
1897
Sittner & Nelson
Oregon
$359K +$498 +2 +0.2%
AMG
1898
Advisors Management Group
Wisconsin
$358K -$4.73K -19 -1%
CF
1899
Centaurus Financial
California
$358K +$24.2K +97 +8%
FDDB
1900
Fidelity D&D Bancorp
Pennsylvania
$357K – – –
74 75
76
77 78