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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1251
Baldwin Investment Management
Pennsylvania
$1.38M +$123K +427 +10%
BCM
1252
Barden Capital Management
Texas
$1.38M -$6.89K -24 -0.5%
MYIA
1253
Mount Yale Investment Advisors
Colorado
$1.37M +$275K +956 +26%
TWA
1254
TCI Wealth Advisors
Arizona
$1.37M +$4.02K +14 +0.3%
AFG
1255
Allegheny Financial Group
Pennsylvania
$1.37M -$14.1K -49 -1%
BWM
1256
BigSur Wealth Management
Florida
$1.37M – – –
ACM
1257
Advisors Capital Management
New Jersey
$1.37M +$50.3K +175 +4%
JWCA
1258
J.W. Coons Advisors
Ohio
$1.36M -$290K -1,010 -18%
SL
1259
Sentry LLC
Tennessee
$1.36M – – –
NG
1260
NWK Group
California
$1.36M -$32.5K -113 -2%
FCAS
1261
First Command Advisory Services
Texas
$1.36M -$12.9K -45 -1%
EPIM
1262
Evelyn Partners Investment Management
$1.36M +$1.32M +4,584 New
CANY
1263
Caxton Associates (New York)
New York
$1.36M +$1.31M +4,575 New
TPWM
1264
Twelve Points Wealth Management
Massachusetts
$1.36M -$5.75K -20 -0.4%
TCM
1265
Tufton Capital Management
Maryland
$1.35M – – –
PPWP
1266
Premier Path Wealth Partners
New Jersey
$1.35M +$2.01K +7 +0.2%
MSAM
1267
Moloney Securities Asset Management
Missouri
$1.35M -$75.3K -262 -5%
FW
1268
FullCircle Wealth
Texas
$1.35M -$53.4K -186 -4%
LS
1269
Livforsakringsbolaget Skandia
Sweden
$1.34M – – –
GWP
1270
Gen-Wealth Partners
Michigan
$1.34M -$129K -450 -9%
EP
1271
Edgestream Partners
New Jersey
$1.34M -$825K -2,870 -39%
USGIU
1272
U.S. Global Investors (USGI)
Texas
$1.34M +$287K +1,000 +29%
LRPA
1273
L. Roy Papp & Associates
Arizona
$1.34M -$57.5K -200 -4%
BAM
1274
Byrne Asset Management
New Jersey
$1.32M -$44.8K -156 -3%
SAIG
1275
Semper Augustus Investments Group
Colorado
$1.32M -$6.32K -22 -0.5%
49 50
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