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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1251
Oakworth Capital
Alabama
$51K – – –
PC
1252
Permit Capital
Pennsylvania
$51K – – –
WCM
1253
Wealthcare Capital Management
Virginia
$50K +$3.07K +37 +6%
CFG
1254
CKW Financial Group
Hawaii
$50K +$20.6K +248 +63%
BAM
1255
Bruderman Asset Management
New York
$50K +$53.4K +643 New
WP
1256
WealthPLAN Partners
Nebraska
$48K +$49.3K +593 New
SFWA
1257
Summit Financial Wealth Advisors
Louisiana
$46K +$35.2K +424 +283%
SAC
1258
Smith Affiliated Capital
New York
$44.9K – – –
HPBT
1259
High Point Bank & Trust
North Carolina
$44K – – –
AWM
1260
AllSquare Wealth Management
New York
$44K +$9.06K +109 +24%
GI
1261
Gradient Investments
Minnesota
$43K -$2.49K -30 -5%
IC
1262
IKOS CIF
Cyprus
$43K +$45.3K +545 New
CAW
1263
Cornerstone Advisors (Washington)
Washington
$40K +$27.2K +327 +178%
QAM
1264
QCI Asset Management
New York
$39K – – –
WCMN
1265
Westchester Capital Management (Nebraska)
Nebraska
$39K – – –
TFO
1266
Tarbox Family Office
California
$38K -$415 -5 -1%
SIA
1267
SeaBridge Investment Advisors
New Jersey
$37K – – –
TCM
1268
Tradewinds Capital Management
Washington
$34K -$17.4K -210 -33%
HI
1269
Hudock Inc
Pennsylvania
$33K +$18K +217 +109%
CCMW
1270
Cypress Capital Management (Wyoming)
Wyoming
$31.2K – – –
SSG
1271
Summit Securities Group
New York
$31K -$108K -1,300 -76%
PIM
1272
Parasol Investment Management
Illinois
$31K +$12.5K +150 +62%
ACS
1273
Archford Capital Strategies
Illinois
$30.8K -$761K -9,154 -96%
AF
1274
Allworth Financial
California
$30K +$31.4K +378 New
SIG
1275
Stanford Investment Group
California
$29K – – –
49 50
51
52 53