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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1301
Tuttle Capital Management
Connecticut
$105K +$106K +1,076 New
DWM
1302
Destination Wealth Management
California
$104K +$64.9K +660 +165%
AC
1303
Avestar Capital
New York
$101K +$5.99K +61 +5%
PCM
1304
Princeton Capital Management
New Jersey
$99K – – –
SIA
1305
SeaBridge Investment Advisors
New Jersey
$99K – – –
SFFS
1306
Stonehage Fleming Financial Services
Jersey
$98K – – –
MWM
1307
Mascoma Wealth Management
New Hampshire
$98K +$3.93K +40 +4%
JWA
1308
JFS Wealth Advisors
Pennsylvania
$96K +$24.4K +248 +34%
WIM
1309
Westside Investment Management
California
$94.1K +$3.24K +33 +4%
THWM
1310
Taylor Hoffman Wealth Management
Virginia
$94K – – –
SFM
1311
Signet Financial Management
New Jersey
$93K -$10.4K -106 -10%
MAM
1312
Magellan Asset Management
Australia
$93K +$14K +142 +18%
SMFS
1313
Squar Milner Financial Services
California
$93K +$93.4K +950 New
BWM
1314
Baystate Wealth Management
Massachusetts
$91K – – –
CC
1315
Claybrook Capital
Massachusetts
$88K – – –
WAP
1316
Wealthcare Advisory Partners
Pennsylvania
$85K +$49.4K +503 +139%
NSB
1317
Norway Savings Bank
Maine
$83K -$8.35K -85 -9%
EWM
1318
Endurance Wealth Management
Rhode Island
$83K – – –
IDBONY
1319
Israel Discount Bank of New York
New York
$78K – – –
SIAS
1320
Shine Investment Advisory Services
Colorado
$78K – – –
WC
1321
Whitney & Co
New York
$78K – – –
BRC
1322
Bell Rock Capital
Delaware
$78K +$295 +3 +0.4%
MSE
1323
MUFG Securities EMEA
United Kingdom
$78K +$78.6K +800 New
LFA
1324
Legacy Financial Advisors
Kentucky
$75K +$4.52K +46 +7%
DWA
1325
Divergent Wealth Advisors
Utah
$74K -$3.73K -38 -5%
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