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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2126
Shepherd Financial Partners
Massachusetts
$310K +$4.88K +17 +2%
SFG
2127
SevenBridge Financial Group
Pennsylvania
$310K +$22.7K +79 +9%
WA
2128
Wealthstar Advisors
Texas
$309K +$299K +1,041 New
AHL
2129
Abel Hall LLC
Louisiana
$309K +$8.33K +29 +3%
NQWM
2130
Northwest Quadrant Wealth Management
Oregon
$308K +$78.4K +273 +36%
FWA
2131
Flagship Wealth Advisors
Massachusetts
$308K +$298K +1,036 New
BW
2132
BIP Wealth
Georgia
$306K +$6.89K +24 +2%
PMWMG
2133
Parr McKnight Wealth Management Group
Minnesota
$305K +$295K +1,026 New
FBT
2134
First Bankers Trust
Kentucky
$305K – – –
SCM
2135
Stonebridge Capital Management
California
$303K – – –
SIC
2136
Samalin Investment Counsel
New York
$303K +$73.8K +257 +34%
HFS
2137
Hopwood Financial Services
Virginia
$302K +$292K +1,017 New
PCM
2138
Princeton Capital Management
New Jersey
$302K +$4.6K +16 +2%
MME
2139
Meag Munich Ergo
Germany
$301K -$1.02M -3,548 -78%
EBA
2140
Eagle Bay Advisors
New York
$301K -$174K -607 -37%
KLCM
2141
KG&L Capital Management
Louisiana
$300K -$6.03K -21 -2%
OSNBOA
2142
Old Second National Bank of Aurora
Illinois
$300K +$2.87K +10 +1%
SAM
2143
Secure Asset Management
Michigan
$299K +$289K +1,007 New
CFS
2144
CRA Financial Services
New Jersey
$298K -$3.45K -12 -1%
MAWCM
2145
Mine & Arao Wealth Creation & Management
California
$298K – – –
FGWP
2146
Founders Grove Wealth Partners
Virginia
$298K +$289K +1,005 New
ZI
2147
ZEGA Investments
Florida
$298K +$267K +928 New
GCP
2148
GSA Capital Partners
United Kingdom
$298K -$474K -1,650 -62%
CAM
2149
Close Asset Management
United Kingdom
$297K – – –
PWAM
2150
Pinnacle West Asset Management
Wyoming
$297K – – –
84 85
86
87 88