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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
UR
1201
USCA RIA
Texas
$317K -$497K -4,734 -62%
LA
1202
LVW Advisors
New York
$317K -$19.2K -183 -6%
PTB
1203
Pioneer Trust Bank
Oregon
$317K +$13.1K +125 +5%
CAM
1204
Close Asset Management
United Kingdom
$315K -$104M -988,099 -100%
SLT
1205
St Louis Trust
Missouri
$315K – – –
MAA
1206
Matrix Asset Advisors
New York
$314K -$1.72M -16,399 -85%
AAS
1207
Avantax Advisory Services
Texas
$314K +$8.09K +77 +3%
AB
1208
Atlas Brown
Kentucky
$312K -$25K -238 -8%
MWM
1209
Meridian Wealth Management
Kentucky
$312K +$300K +2,858 New
VBFG
1210
Vishria Bird Financial Group
Tennessee
$311K – – –
CCMD
1211
Cypress Capital Management (Delaware)
Delaware
$307K -$51.5K -490 -15%
CA
1212
Cambridge Advisors
Nebraska
$307K -$10.5K -100 -3%
SFS
1213
Strategic Financial Services
New York
$307K – – –
OIA
1214
Optimum Investment Advisors
Illinois
$307K +$64.1K +610 +28%
MIP
1215
Marietta Investment Partners
Wisconsin
$306K – – –
TL
1216
Tirschwell & Loewy
New York
$306K – – –
NFG
1217
Nations Financial Group
Iowa
$306K +$315 +3 +0.1%
NCM
1218
Nelson Capital Management
California
$305K – – –
IWP
1219
Icon Wealth Partners
Texas
$303K -$24.4K -232 -8%
SICM
1220
Sustainable Insight Capital Management
New York
$303K -$24K -228 -8%
MCMT
1221
Moon Capital Management (Tennessee)
Tennessee
$303K +$105 +1 +0%
RHAM
1222
Round Hill Asset Management
California
$301K -$5.25K -50 -2%
OA
1223
Oxbow Advisors
Texas
$299K – – –
HWA
1224
HCR Wealth Advisors
California
$299K +$59K +561 +26%
PCMC
1225
Paragon Capital Management (Colorado)
Colorado
$298K – – –
47 48
49
50 51