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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1151
SignalPoint Asset Management
Missouri
$344K +$98 +1 +0%
SMH
1152
Sanders Morris Harris
Texas
$344K +$324K +3,292 New
MCM
1153
Maryland Capital Management
Maryland
$343K -$14.4K -146 -4%
TF
1154
Tompkins Financial
New York
$343K -$689 -7 -0.2%
BCM
1155
BTR Capital Management
California
$342K – – –
DCM
1156
Donaldson Capital Management
Indiana
$342K +$3.05K +31 +0.9%
OMIC
1157
Old Mission Investment Co
Michigan
$342K +$98 +1 +0%
TAM
1158
Trust Asset Management
Texas
$339K +$333K +3,384 New
GW
1159
GW & Wade
Massachusetts
$337K +$17.6K +179 +6%
SIA
1160
Strategic Investment Advisors
Michigan
$337K +$63.4K +644 +24%
RI
1161
Ridgewood Investments
New Jersey
$334K -$23.9K -243 -7%
NP
1162
NorthRock Partners
Minnesota
$332K -$19K -193 -6%
NFG
1163
Next Financial Group
Texas
$331K -$4.33K -44 -1%
CH
1164
Canton Hathaway
Rhode Island
$331K – – –
SC
1165
Saybrook Capital
North Carolina
$331K – – –
SWM
1166
Stockman Wealth Management
Montana
$330K -$4.14M -42,129 -93%
WPC
1167
Waters Parkerson & Co
Louisiana
$330K – – –
BL
1168
Balentine LLC
Georgia
$330K +$46.7K +475 +17%
IIC
1169
Integrated Investment Consultants
Michigan
$329K -$42.4K -431 -12%
HWA
1170
Heritage Wealth Advisors
Virginia
$328K – – –
CYG
1171
Clean Yield Group
Vermont
$328K +$885 +9 +0.3%
SIC
1172
Salem Investment Counselors
North Carolina
$328K +$17.2K +175 +6%
CP
1173
Cumberland Partners
Ontario, Canada
$325K -$49.2K -500 -13%
DC
1174
Derby & Company
Massachusetts
$325K – – –
OWP
1175
Obermeyer Wealth Partners
Colorado
$325K – – –
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