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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1301
Simon Quick Advisors
New Jersey
$114K -$75.1K -789 -41%
TCCM
1302
Timber Creek Capital Management
Massachusetts
$114K -$2.38K -25 -2%
EWM
1303
Endurance Wealth Management
Rhode Island
$114K – – –
SFFS
1304
Stonehage Fleming Financial Services
Jersey
$113K – – –
VCM
1305
Versant Capital Management
Arizona
$113K – – –
FNB
1306
Farmers National Bank
Kentucky
$111K -$57.4K -603 -35%
CAL
1307
Capital Analysts LLC
Pennsylvania
$111K -$23.8K -250 -18%
EA
1308
Edge Advisors
Georgia
$111K – – –
PC
1309
Permit Capital
Pennsylvania
$109K – – –
IWM
1310
IHT Wealth Management
Illinois
$102K +$30.3K +318 +45%
LWM
1311
Lenox Wealth Management
Ohio
$101K +$286 +3 +0.3%
CPIG
1312
Chicago Partners Investment Group
Illinois
$101K +$381 +4 +0.4%
CAC
1313
Certified Advisory Corp
Florida
$101K +$97.3K +1,022 New
SFSIG
1314
San Francisco Sentry Investment Group
California
$100K – – –
SIA
1315
SeaBridge Investment Advisors
New Jersey
$100K – – –
HIIFS
1316
Harel Insurance Investments & Financial Services
Israel
$99K -$124K -1,300 -57%
GWS
1317
Glassman Wealth Services
Virginia
$99K – – –
HCM
1318
Highlander Capital Management
New Jersey
$99K – – –
THWM
1319
Taylor Hoffman Wealth Management
Virginia
$95K +$91K +955 New
OIA
1320
OneDigital Investment Advisors
Kansas
$93K +$9.05K +95 +11%
NSB
1321
Norway Savings Bank
Maine
$92K -$5.52K -58 -6%
MWM
1322
Mascoma Wealth Management
New Hampshire
$92K – – –
CBT
1323
Capital Bank & Trust
California
$92K +$11.9K +125 +16%
BWM
1324
Baystate Wealth Management
Massachusetts
$89K -$2.29K -24 -3%
FHA
1325
First Horizon Advisors
Tennessee
$87K -$19.9K -209 -19%
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