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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
551
Stratos Wealth Partners
Ohio
$3.6M -$32.1K -243 -0.9%
FG
552
Foster Group
Iowa
$3.57M -$54K -409 -2%
AP
553
Advisor Partners
California
$3.57M -$35.8K -271 -1%
BL
554
Bleichroeder LP
New York
$3.54M – – –
GFI
555
Global Frontier Investments
South Carolina
$3.54M – – –
FG
556
Fiduciary Group
Georgia
$3.51M -$17.7K -134 -0.6%
CWM
557
Concentric Wealth Management
California
$3.5M +$71.9K +544 +2%
ACM
558
Azimuth Capital Management
Michigan
$3.49M +$22.5K +170 +0.7%
HF
559
HRT Financial
New York
$3.48M -$1.53M -11,581 -32%
BIP
560
Bouvel Investment Partners
Pennsylvania
$3.46M +$178K +1,347 +6%
SA
561
SRN Advisors
Pennsylvania
$3.44M +$394K +2,985 +14%
BWAM
562
Boyd Watterson Asset Management
Ohio
$3.43M -$18.5K -140 -0.6%
BRWA
563
B. Riley Wealth Advisors
Florida
$3.41M +$727K +5,504 +30%
B
564
BP
United Kingdom
$3.4M -$462K -3,500 -13%
MSU
565
Mizuho Securities USA
New York
$3.37M +$3.15M +23,846 New
CI
566
Ceera Investments
Texas
$3.35M +$3.13M +23,719 New
HCM
567
Hutner Capital Management
Vermont
$3.35M +$132 +1 +0%
CI
568
Cigna Investments
Connecticut
$3.33M +$89.7K +679 +3%
EIM
569
Essex Investment Management
Massachusetts
$3.31M -$2.25K -17 -0.1%
ECM
570
Elgethun Capital Management
South Dakota
$3.3M -$2.65M -20,066 -46%
WAM
571
World Asset Management
Michigan
$3.29M -$144K -1,089 -5%
FIM
572
Freedom Investment Management
Connecticut
$3.29M -$876K -6,629 -22%
AS
573
Altshuler Shaham
Israel
$3.28M – – –
RIA
574
Realta Investment Advisors
Delaware
$3.27M +$1.64M +12,430 +117%
RC
575
RBF Capital
California
$3.25M – – –
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