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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1151
Symphony Financial
Texas
$302K +$390K +3,350 New
NP
1152
NorthRock Partners
Minnesota
$300K -$103K -888 -20%
GBT
1153
Grove Bank & Trust
Florida
$297K -$13K -112 -3%
KA
1154
Kovack Advisors
Florida
$296K -$25.8K -222 -6%
DCM
1155
Donaldson Capital Management
Indiana
$294K – – –
TF
1156
Tompkins Financial
New York
$294K – – –
BCM
1157
BTR Capital Management
California
$292K -$17.5K -150 -4%
OWA
1158
Outlook Wealth Advisors
Texas
$292K +$14.7K +126 +4%
CHAM
1159
Clear Harbor Asset Management
Connecticut
$292K +$58.2K +500 +17%
PG
1160
Patten Group
Tennessee
$291K -$20.4K -175 -5%
QCM
1161
Quest Capital Management
Texas
$290K -$203K -1,743 -34%
CSA
1162
Cottage Street Advisors
Massachusetts
$290K – – –
BFC
1163
Blue Fin Capital
Rhode Island
$285K -$44.1K -379 -10%
SRC
1164
Shufro Rose & Co
New York
$285K – – –
SWM
1165
SeaCrest Wealth Management
New York
$284K -$5.58K -48 -1%
KMWM
1166
Keudell/Morrison Wealth Management
Oregon
$284K +$30.4K +261 +9%
SC
1167
Saybrook Capital
North Carolina
$283K -$23.3K -200 -6%
CH
1168
Canton Hathaway
Rhode Island
$283K -$3.49K -30 -0.9%
WPC
1169
Waters Parkerson & Co
Louisiana
$283K +$29.1K +250 +8%
QT
1170
Quantamental Technologies
New York
$283K +$384K +3,300 New
WCM
1171
Weik Capital Management
Pennsylvania
$282K -$4.07K -35 -1%
HWA
1172
Heritage Wealth Advisors
Virginia
$281K -$2.21K -19 -0.6%
ATFA
1173
All Terrain Financial Advisors
Minnesota
$279K +$116 +1 +0%
AP
1174
Appleton Partners
Massachusetts
$279K +$20K +172 +6%
SAM
1175
Sompo Asset Management
Japan
$279K +$379K +3,260 New
45 46
47
48 49