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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
1226
Permit Capital
Pennsylvania
$51K – – –
BAM
1227
Bruderman Asset Management
New York
$50K – – –
EDRE
1228
Edmond de Rothschild (Europe)
Luxembourg
$50K +$51K +643 New
CHP
1229
Cable Hill Partners
Oregon
$48K +$23.3K +294 +98%
SAM
1230
Solaris Asset Management
New York
$47K -$27.8K -350 -37%
WCM
1231
Wealthcare Capital Management
Virginia
$47K -$2.94K -37 -6%
SAC
1232
Smith Affiliated Capital
New York
$44.7K – – –
AWM
1233
AllSquare Wealth Management
New York
$44K – – –
HPBT
1234
High Point Bank & Trust
North Carolina
$44K – – –
SFWA
1235
Summit Financial Wealth Advisors
Louisiana
$44K – – –
CAW
1236
Cornerstone Advisors (Washington)
Washington
$41K +$1.11K +14 +3%
CFG
1237
CKW Financial Group
Hawaii
$40K -$10.3K -130 -20%
WCMN
1238
Westchester Capital Management (Nebraska)
Nebraska
$39K – – –
TFO
1239
Tarbox Family Office
California
$38K – – –
FMII
1240
Farmers & Merchants Investments Inc
Nebraska
$37K -$79.3K -1,000 -68%
SIA
1241
SeaBridge Investment Advisors
New Jersey
$37K – – –
TCM
1242
Tradewinds Capital Management
Washington
$34K – – –
GI
1243
Gradient Investments
Minnesota
$33K -$10.3K -130 -24%
HI
1244
Hudock Inc
Pennsylvania
$32K – – –
CCMW
1245
Cypress Capital Management (Wyoming)
Wyoming
$31.1K – – –
ACS
1246
Archford Capital Strategies
Illinois
$31K – – –
PIM
1247
Parasol Investment Management
Illinois
$31K – – –
TC
1248
Trust Company
Kansas
$30K +$6.9K +87 +29%
AF
1249
Allworth Financial
California
$29K – – –
SIG
1250
Stanford Investment Group
California
$28K – – –
48 49
50
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