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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSF
2151
Mustard Seed Financial
Arkansas
$234K +$215K +863 New
SHWM
2152
Smith & Howard Wealth Management
Georgia
$233K +$214K +861 New
AIA
2153
Angeles Investment Advisors
California
$233K +$214K +859 New
OCM
2154
Osterweis Capital Management
California
$233K – – –
OC
2155
Oarsman Capital
Wisconsin
$232K -$22.9K -92 -10%
S
2156
Sunpointe
Missouri
$232K +$213K +856 New
SIGI
2157
Susquehanna International Group (Ireland)
Ireland
$232K +$213K +855 New
BWFA
2158
Baltimore-Washington Financial Advisors
Maryland
$232K +$213K +854 New
VPI
2159
Value Partners Investments
Manitoba, Canada
$231K +$157K +630 New
CCP
2160
Carmel Capital Partners
California
$231K +$212K +851 New
EM
2161
ELCO Management
New York
$231K +$212K +850 New
GB
2162
Goepper Burkhardt
South Carolina
$231K +$212K +850 New
FHC
2163
First Heartland Consultants
Missouri
$230K -$9.21K -37 -4%
AW
2164
Apricus Wealth
South Carolina
$230K +$211K +847 New
SSWM
2165
Sheets Smith Wealth Management
North Carolina
$230K +$211K +846 New
AFA
2166
American Financial Advisors
Georgia
$229K -$14.2K -57 -6%
NFC
2167
Northeast Financial Consultants
Connecticut
$229K +$211K +846 New
SIMG
2168
Sonora Investment Management Group
Arizona
$229K -$145K -582 -41%
CRWM
2169
Castle Rock Wealth Management
California
$228K +$207K +832 New
FC
2170
Financial Council
Maryland
$227K +$209K +838 New
GWA
2171
GGM Wealth Advisors
Maryland
$227K +$208K +837 New
ATWA
2172
Arbor Trust Wealth Advisors
Michigan
$227K – – –
EFM
2173
E Fund Management
China
$226K -$7.47K -30 -3%
NFP
2174
Narus Financial Partners
Utah
$226K -$24.9K -100 -11%
RPCONE
2175
Retirement Planning Company of New England
Rhode Island
$226K +$207K +832 New
85 86
87
88 89