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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1101
Sigma Investment Counselors
Michigan
$353K +$27.3K +261 +8%
BAM
1102
Belpointe Asset Management
Nevada
$353K +$183K +1,751 +90%
GCA
1103
Gideon Capital Advisors
New York
$353K +$387K +3,699 New
BI
1104
Bredin Investment
Delaware
$352K – – –
VDBMI
1105
Van Den Berg Management I
Texas
$351K -$2.62K -25 -0.7%
PHAM
1106
Palisades Hudson Asset Management
Florida
$349K – – –
SWA
1107
Sutton Wealth Advisors
Florida
$349K -$2.62K -25 -0.7%
SBSB
1108
Sullivan, Bruyette, Speros & Blaney
Virginia
$348K – – –
BRWM
1109
B. Riley Wealth Management
Tennessee
$345K +$8.58K +82 +2%
CCM
1110
Cadence Capital Management
Massachusetts
$342K – – –
FLPIM
1111
F.L. Putnam Investment Management
Massachusetts
$339K -$34K -325 -8%
BCM
1112
BTR Capital Management
California
$339K +$15.7K +150 +4%
TIA
1113
Tiemann Investment Advisors
California
$338K +$105 +1 +0%
CA
1114
Continuum Advisory
Idaho
$337K -$92.8K -887 -20%
AWM
1115
Aevitas Wealth Management
Massachusetts
$337K -$92.6K -885 -20%
FAIM
1116
Financial Advocates Investment Management
Washington
$336K -$21.1K -202 -5%
TSS
1117
Two Sigma Securities
New York
$335K -$3.79M -36,222 -91%
PP
1118
Palladium Partners
Virginia
$334K -$72.9K -697 -17%
EVM
1119
Evelyn V. Moreno
$334K – – –
FMLI
1120
Fukoku Mutual Life Insurance
Japan
$334K – – –
SC
1121
Saybrook Capital
North Carolina
$334K – – –
IUHSA
1122
Itau Unibanco Holding S.A.
Brazil
$334K +$15.9K +152 +4%
SWM
1123
SeaCrest Wealth Management
New York
$334K +$73.5K +702 +25%
PFS
1124
Physicians Financial Services
North Carolina
$334K +$366K +3,500 New
AWM
1125
Aries Wealth Management
Maine
$333K – – –
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