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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
2176
CTC Alternative Strategies
Illinois
$313K +$276K +980 New
S
2177
Sunpointe
Missouri
$312K +$4.22K +15 +2%
MCM
2178
Monument Capital Management
Virginia
$312K -$5.35K -19 -2%
HFS
2179
Hantz Financial Services
Michigan
$312K +$157K +558 +133%
HA
2180
Hofer & Associates
California
$312K +$275K +977 New
MC
2181
Marest Capital
California
$311K +$10.7K +38 +4%
VIM
2182
Vista Investment Management
Pennsylvania
$311K -$2.25K -8 -0.8%
FPW
2183
Fairvoy Private Wealth
Alabama
$310K +$8.44K +30 +3%
HFS
2184
Hopwood Financial Services
Virginia
$310K – – –
EWM
2185
EPG Wealth Management
Georgia
$310K -$110K -391 -29%
TA
2186
TFB Advisors
Kansas
$309K +$18.9K +67 +7%
SA
2187
Sovran Advisors
California
$309K -$27.9K -99 -9%
CF
2188
Claris Financial
Virginia
$309K +$1.13K +4 +0.4%
RFM
2189
Royal Fund Management
Florida
$308K +$844 +3 +0.3%
EBA
2190
Eagle Bay Advisors
New York
$308K -$8.72K -31 -3%
AA
2191
Acorns Advisers
California
$308K +$25.3K +90 +10%
CA
2192
Cornerstone Advisory
Maryland
$308K +$8.72K +31 +3%
WCM
2193
Wedge Capital Management
North Carolina
$307K -$30.7K -109 -10%
HG
2194
Harbor Group
New Hampshire
$307K +$563 +2 +0.2%
BWG
2195
Berry Wealth Group
Texas
$306K -$40K -142 -13%
FCA
2196
FLC Capital Advisors
California
$305K -$56K -199 -17%
PL
2197
Perpetual Ltd
Australia
$305K +$3.1K +11 +1%
SFG
2198
SevenBridge Financial Group
Pennsylvania
$304K +$563 +2 +0.2%
CWA
2199
CJM Wealth Advisers
Virginia
$304K – – –
JCM
2200
Jacobsen Capital Management
Utah
$304K +$28.7K +102 +12%
86 87
88
89 90