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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
2276
Roble Belko & Company
Pennsylvania
$315K – – –
CIP
2277
Convergence Investment Partners
Florida
$315K -$15.8K -47 -4%
VCM
2278
Vivaldi Capital Management
Illinois
$314K -$12.4K -37 -3%
BWA
2279
Bestgate Wealth Advisors
Maryland
$313K -$16.1K -48 -4%
WCM
2280
Wedge Capital Management
North Carolina
$313K +$48.3K +144 +16%
ML
2281
Mayport LLC
Massachusetts
$313K -$26.5K -79 -7%
AA
2282
Alesco Advisors
New York
$312K – – –
AWM
2283
Accel Wealth Management
Iowa
$312K -$12.4K -37 -3%
CA
2284
Cornerstone Advisory
Maryland
$312K +$4.69K +14 +1%
JTWM
2285
Jackson Thornton Wealth Management
Alabama
$312K +$128K +382 +62%
AFM
2286
Aspetuck Financial Management
Connecticut
$312K – – –
SAM
2287
Stembrook Asset Management
New Jersey
$311K – – –
CPWA
2288
Cerro Pacific Wealth Advisors
California
$310K +$55.7K +166 +19%
WP
2289
WealthPLAN Partners
Nebraska
$310K +$42.9K +128 +14%
NAAA
2290
New Age Alpha Advisors
New York
$310K -$6.75M -20,145 -95%
CC
2291
Centiva Capital
New York
$309K +$343K +1,022 New
MAWCM
2292
Mine & Arao Wealth Creation & Management
California
$307K – – –
VC
2293
Veery Capital
Delaware
$307K -$1.68K -5 -0.5%
BWM
2294
Buckley Wealth Management
Nevada
$306K – – –
LI
2295
LRI Investments
Florida
$306K +$143K +426 +73%
AAMG
2296
AMG Asset Management Group
Georgia
$306K +$339K +1,012 New
EBSAM
2297
Eubel Brady & Suttman Asset Management
Ohio
$306K +$29.5K +88 +10%
WMP
2298
Wealth Management Partners
Arizona
$306K +$335 +1 +0.1%
ACM
2299
Aurdan Capital Management
Pennsylvania
$306K +$3.35K +10 +1%
PWM
2300
Partnership Wealth Management
Maryland
$305K -$395K -1,178 -54%
90 91
92
93 94