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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DM
926
Delphi Management
Massachusetts
$1.67M +$62.6K +389 +5%
SWMG
927
Signature Wealth Management Group
Georgia
$1.67M +$1.43M +8,899 New
CBA
928
Coastal Bridge Advisors
Connecticut
$1.66M +$1.93K +12 +0.1%
CAG
929
Csenge Advisory Group
Florida
$1.65M -$125K -776 -8%
BFA
930
Beaumont Financial Advisors
Massachusetts
$1.65M +$10.3K +64 +0.7%
TCM
931
Teza Capital Management
Illinois
$1.64M -$180K -1,119 -11%
GIA
932
Gateway Investment Advisers
Ohio
$1.64M -$32.5K -202 -2%
ECM
933
Evergreen Capital Management
Washington
$1.64M -$33.3K -207 -2%
BAM
934
Berkshire Asset Management
Pennsylvania
$1.62M -$33.5K -208 -2%
HCMG
935
Howard Capital Management Group
California
$1.61M – – –
WKWM
936
Walter & Keenan Wealth Management
Indiana
$1.61M -$13.2K -82 -0.9%
ISL
937
Ingalls & Snyder LLC
New York
$1.61M -$56.3K -350 -4%
HSA
938
HBK Sorce Advisory
Pennsylvania
$1.6M +$161 +1 +0%
FHA
939
First Horizon Advisors
Tennessee
$1.6M +$133K +828 +11%
TFCM
940
Taylor Frigon Capital Management
Arizona
$1.59M -$39K -242 -3%
MSAM
941
Moloney Securities Asset Management
Missouri
$1.59M – – –
IP
942
Intellectus Partners
California
$1.57M +$61.8K +384 +5%
CNBTD
943
Citizens National Bank Trust Department
Mississippi
$1.57M -$11.3K -70 -0.8%
P
944
Pitcairn
Pennsylvania
$1.57M -$12.9K -80 -0.9%
OPCM
945
Osborne Partners Capital Management
California
$1.57M +$16.1K +100 +1%
HCA
946
Harbor Capital Advisors
Illinois
$1.57M -$4.99K -31 -0.4%
MC
947
Moors & Cabot
Massachusetts
$1.56M +$3.86K +24 +0.3%
ANB
948
Amarillo National Bank
Texas
$1.56M -$9.82K -61 -0.7%
CCFCSB
949
Cape Cod Five Cents Savings Bank
Massachusetts
$1.55M -$1.46M -9,052 -52%
PWP
950
Principle Wealth Partners
Connecticut
$1.55M +$291K +1,810 +28%
36 37
38
39 40