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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2151
Connecticut Wealth Management
Connecticut
$236K – – –
LK
2152
Lumbard & Kellner
New Hampshire
$236K – – –
DC
2153
DeDora Capital
California
$235K – – –
BCA
2154
Bay Colony Advisors
Massachusetts
$235K +$216K +867 New
JWM
2155
JGP Wealth Management
Oregon
$234K +$215K +864 New
MSF
2156
Mustard Seed Financial
Arkansas
$234K +$215K +863 New
SHWM
2157
Smith & Howard Wealth Management
Georgia
$233K +$214K +861 New
AIA
2158
Angeles Investment Advisors
California
$233K +$214K +859 New
OCM
2159
Osterweis Capital Management
California
$233K – – –
OC
2160
Oarsman Capital
Wisconsin
$232K -$22.9K -92 -10%
S
2161
Sunpointe
Missouri
$232K +$213K +856 New
SIGI
2162
Susquehanna International Group (Ireland)
Ireland
$232K +$213K +855 New
BWFA
2163
Baltimore-Washington Financial Advisors
Maryland
$232K +$213K +854 New
CCP
2164
Carmel Capital Partners
California
$231K +$212K +851 New
EM
2165
ELCO Management
New York
$231K +$212K +850 New
GB
2166
Goepper Burkhardt
South Carolina
$231K +$212K +850 New
FHC
2167
First Heartland Consultants
Missouri
$230K -$9.21K -37 -4%
AW
2168
Apricus Wealth
South Carolina
$230K +$211K +847 New
SSWM
2169
Sheets Smith Wealth Management
North Carolina
$230K +$211K +846 New
AFA
2170
American Financial Advisors
Georgia
$229K -$14.2K -57 -6%
NFC
2171
Northeast Financial Consultants
Connecticut
$229K +$211K +846 New
SIMG
2172
Sonora Investment Management Group
Arizona
$229K -$145K -582 -41%
CRWM
2173
Castle Rock Wealth Management
California
$228K +$207K +832 New
FC
2174
Financial Council
Maryland
$227K +$209K +838 New
GWA
2175
GGM Wealth Advisors
Maryland
$227K +$208K +837 New
85 86
87
88 89