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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
1376
Thompson Davis & Co
Virginia
$446K +$465K +2,727 New
CA
1377
Claris Advisors
Missouri
$443K +$462K +2,707 New
JF
1378
Jump Financial
Illinois
$443K +$462K +2,708 New
NSIM
1379
North Star Investment Management
Illinois
$442K – – –
ACM
1380
AUA Capital Management
Pennsylvania
$442K +$34.1K +200 +8%
SFA
1381
Semmax Financial Advisors
North Carolina
$440K -$113K -662 -20%
SC
1382
Sierra Capital
Florida
$440K +$289K +1,695 +171%
CCG
1383
Cypress Capital Group
Florida
$438K +$1.71K +10 +0.4%
AFP
1384
Ausdal Financial Partners
Iowa
$437K +$131K +768 +40%
TNB
1385
Thomasville National Bank
Georgia
$435K -$3.92K -23 -0.9%
PCM
1386
Penserra Capital Management
California
$435K +$79.8K +468 +21%
PCM
1387
Prelude Capital Management
New York
$435K +$454K +2,661 New
CG
1388
Cutler Group
California
$434K -$2.34M -13,706 -84%
CP
1389
Cumberland Partners
Ontario, Canada
$434K -$171K -1,000 -27%
PI
1390
Putnam Investments
Massachusetts
$434K -$16.9K -99 -4%
MFA
1391
Mayflower Financial Advisors
Massachusetts
$433K +$29K +170 +7%
DIP
1392
DT Investment Partners
Pennsylvania
$431K -$183K -1,075 -29%
RIG
1393
Roosevelt Investment Group
New York
$431K -$40.9K -240 -8%
BHWM
1394
Bar Harbor Wealth Management
New Hampshire
$430K +$43.5K +255 +11%
VCM
1395
Vigilant Capital Management
Maine
$430K +$171K +1,000 +61%
BA
1396
Ballast Advisors
Minnesota
$429K – – –
WCG
1397
Weaver Consulting Group
California
$428K -$32.2K -189 -7%
BG
1398
Benedetti & Gucer
Georgia
$427K -$82.7K -485 -16%
PCMC
1399
Paragon Capital Management (Colorado)
Colorado
$427K – – –
KFSC
1400
Keystone Financial Services (Colorado)
Colorado
$427K +$445K +2,609 New
54 55
56
57 58