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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2201
Tannin Capital
North Carolina
$397K +$96.1K +300 +34%
EC
2202
EdgeRock Capital
Colorado
$397K +$376K +1,175 New
AWM
2203
Aberdeen Wealth Management
Illinois
$396K -$205K -640 -35%
CTA
2204
Colonial Trust Advisors
South Carolina
$395K +$13.8K +43 +4%
WFAG
2205
Worth Financial Advisory Group
North Carolina
$395K +$341K +1,066 +1,055%
GH
2206
GAM Holding
Switzerland
$394K -$23.1K -72 -6%
EWA
2207
Encompass Wealth Advisors
Oregon
$394K – – –
CA
2208
Cornerstone Advisory
Maryland
$393K +$41.6K +130 +13%
OCWP
2209
Owl Creek Wealth Partners
Colorado
$392K +$8K +25 +2%
MIC
2210
Means Investment Company
Maine
$391K +$1.28K +4 +0.3%
WDC
2211
Woodward Diversified Capital
California
$390K -$32.3K -101 -8%
APA
2212
Astoria Portfolio Advisors
New York
$390K -$1.28K -4 -0.3%
CAWM
2213
Capital Advisors Wealth Management
Washington
$390K +$53.1K +166 +17%
JJBC
2214
James J. Burns & Company
New York
$390K – – –
CPWA
2215
Cerro Pacific Wealth Advisors
California
$389K +$40K +125 +12%
IB
2216
Intrust Bank
Kansas
$388K -$7.04K -22 -2%
NWM
2217
Northwest Wealth Management
Iowa
$388K -$1.28K -4 -0.3%
AWA
2218
Alta Wealth Advisors
Massachusetts
$388K -$4.16K -13 -1%
LSWP
2219
Liberty Square Wealth Partners
Pennsylvania
$387K -$1.6K -5 -0.4%
PCWA
2220
Pacific Capital Wealth Advisors
California
$387K -$1.28K -4 -0.3%
EFG
2221
Ehrlich Financial Group
California
$387K +$5.76K +18 +2%
IWA
2222
Invera Wealth Advisors
Oregon
$386K +$365K +1,140 New
SIC
2223
Samalin Investment Counsel
New York
$385K -$8.96K -28 -2%
SSWM
2224
Strait & Sound Wealth Management
California
$385K – – –
BSSFA
2225
Baron Silver Stevens Financial Advisors
Florida
$385K +$9.29K +29 +3%
87 88
89
90 91