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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MFPI
2101
Midwest Financial Partners Investments
Minnesota
$442K – – –
HKAM
2102
Horizon Kinetics Asset Management
New York
$442K – – –
KFI
2103
Key Financial Inc
Pennsylvania
$442K -$14.7K -46 -3%
WQ
2104
Wealth Quarterback
New Jersey
$441K +$27.9K +87 +7%
AFT
2105
Alpha Family Trust
California
$441K – – –
NAMP
2106
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$440K – – –
FDDB
2107
Fidelity D&D Bancorp
Pennsylvania
$439K -$25K -78 -6%
WHG
2108
Westwood Holdings Group
Texas
$439K +$415K +1,297 New
CFG
2109
Carter Financial Group
Illinois
$438K -$24.3K -76 -6%
CAL
2110
Capital Advisors Ltd
Ohio
$438K -$7.36K -23 -2%
VWM
2111
Vigilare Wealth Management
Arizona
$437K – – –
AP
2112
Anchyra Partners
Georgia
$436K +$28.2K +88 +7%
SAA
2113
Southeast Asset Advisors
Georgia
$436K +$961 +3 +0.2%
SSA
2114
Shepherd Street Advisors
California
$436K +$5.12K +16 +1%
BCM
2115
BTC Capital Management
Iowa
$434K – – –
TF
2116
Trek Financial
Arizona
$434K +$154K +482 +60%
NFG
2117
Nadler Financial Group
Illinois
$433K +$33.3K +104 +9%
SFG
2118
Shum Financial Group
California
$433K -$21.5K -67 -5%
4WM
2119
4J Wealth Management
Virginia
$432K – – –
FFBTD
2120
First Financial Bank - Trust Division
Ohio
$431K – – –
EGA
2121
E&G Advisors
Texas
$431K +$32K +100 +9%
EPP
2122
ETF Portfolio Partners
Kansas
$429K – – –
LW
2123
Libra Wealth
California
$429K +$4.16K +13 +1%
PPWM
2124
PFG Private Wealth Management
Florida
$428K +$29.8K +93 +8%
MIM
2125
Merrion Investment Management
New Jersey
$428K -$48K -150 -11%
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85
86 87