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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1901
The Family Firm
Maryland
$220K +$189K +1,176 New
AFP
1902
Ausdal Financial Partners
Iowa
$220K +$189K +1,175 New
MIM
1903
Montgomery Investment Management
Maryland
$220K +$189K +1,175 New
TIM
1904
Tortoise Investment Management
New York
$220K -$20.1K -125 -10%
WCM
1905
Wedge Capital Management
North Carolina
$220K +$189K +1,172 New
SWA
1906
Sax Wealth Advisors
New Jersey
$219K +$188K +1,171 New
1WM
1907
1900 Wealth Management
Texas
$218K +$188K +1,166 New
SMWM
1908
Silvia McColl Wealth Management
California
$218K +$188K +1,165 New
DDC
1909
DF Dent & Co
Maryland
$217K +$186K +1,157 New
TNA
1910
True North Advisors
Texas
$216K -$1.18M -7,329 -86%
FCA
1911
FLC Capital Advisors
California
$216K +$186K +1,155 New
SOS
1912
Silver Oak Securities
Tennessee
$215K +$185K +1,150 New
WRM
1913
Weybosset Research & Management
Rhode Island
$215K +$185K +1,150 New
OP
1914
ORG Partners
Indiana
$215K +$92.6K +575 +100%
HPM
1915
Hoxton Planning & Management
West Virginia
$215K +$185K +1,147 New
SPWM
1916
Spartan Planning & Wealth Management
North Carolina
$215K +$185K +1,147 New
MM
1917
MQS Management
New York
$214K -$67.3K -418 -27%
MHR
1918
Matthew Hamilton Rosenberg
$214K +$11.8K +73 +7%
MCM
1919
Mendel Capital Management
Arkansas
$213K +$183K +1,138 New
JJBC
1920
James J. Burns & Company
New York
$213K +$183K +1,135 New
CPSAC
1921
Chas P. Smith & Associates (CPS)
Florida
$213K +$183K +1,137 New
GCIM
1922
Gunn & Company Investment Management
Florida
$213K +$183K +1,137 New
CG
1923
Clifford Group
Massachusetts
$213K +$183K +1,136 New
FNB
1924
Farmers National Bank
Kentucky
$212K +$182K +1,133 New
PWA
1925
Physician Wealth Advisors
Utah
$212K +$185K +1,147 New
75 76
77
78 79