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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
2251
COWA LLC
Oklahoma
$367K – – –
IF
2252
Intrua Financial
Texas
$366K +$346K +1,082 New
EGM
2253
Engineers Gate Manager
New York
$366K -$304K -949 -47%
ML
2254
Mayport LLC
Massachusetts
$365K +$14.4K +45 +4%
ESC
2255
Eurizon SLJ Capital
$365K – – –
PGFG
2256
Pine Grove Financial Group
Minnesota
$364K +$345K +1,077 New
ISWM
2257
Independent Solutions Wealth Management
New York
$364K – – –
PCMC
2258
Paragon Capital Management (Colorado)
Colorado
$363K – – –
PCA
2259
Providence Capital Advisors
North Carolina
$362K – – –
MC
2260
Middleton & Co
Massachusetts
$362K – – –
WWM
2261
Wolff Wiese Magana
California
$361K -$2.86M -8,925 -89%
AFM
2262
Aspetuck Financial Management
Connecticut
$360K +$11.2K +35 +3%
IWS
2263
Insight Wealth Strategies
California
$358K -$7.08M -22,105 -96%
APW
2264
Acima Private Wealth
Virginia
$357K -$14.1K -44 -4%
MPIA
2265
Mountain Pacific Investment Advisers
Idaho
$357K -$80K -250 -19%
BFG
2266
Bouchey Financial Group
New York
$357K +$48.7K +152 +17%
NQWM
2267
Northwest Quadrant Wealth Management
Oregon
$356K +$961 +3 +0.3%
NF
2268
Nikulski Financial
Iowa
$356K +$320 +1 +0.1%
PFA
2269
Plotkin Financial Advisors
Maryland
$356K +$47.4K +148 +16%
BWP
2270
Burling Wealth Partners
Illinois
$356K – – –
IUHSA
2271
Itau Unibanco Holding S.A.
Brazil
$355K +$336K +1,050 New
PCM
2272
Park Capital Management
Wisconsin
$355K +$2.24K +7 +0.7%
VIM
2273
Vista Investment Management
Pennsylvania
$354K -$2.88K -9 -0.9%
SHJ
2274
Sharkey, Howes & Javer
Colorado
$354K – – –
CFS
2275
CRA Financial Services
New Jersey
$354K -$5.44K -17 -2%
89 90
91
92 93