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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1401
Optimum Investment Advisors
Illinois
$347K -$78.3K -500 -19%
CASB
1402
Cape Ann Savings Bank
Massachusetts
$347K – – –
KAM
1403
Knightsbridge Asset Management
California
$347K +$30.2K +193 +10%
CAL
1404
Capital Analysts LLC
Pennsylvania
$346K +$26.9K +172 +9%
DTC
1405
Davidson Trust Company
Washington
$345K – – –
CS
1406
Comerica Securities
Michigan
$345K +$30.7K +196 +10%
CIP
1407
Convergence Investment Partners
Florida
$344K -$14.7K -94 -4%
EN1L
1408
Engine No 1 LLC
California
$343K +$325K +2,074 New
VFA
1409
Voya Financial Advisors
Connecticut
$342K -$984K -6,281 -75%
T
1410
TRUADVICE
Florida
$342K +$3.45K +22 +1%
CST
1411
Charles Schwab Trust
Nevada
$339K – – –
GIM
1412
Greylin Investment Management
Virginia
$339K – – –
RCA
1413
Ranch Capital Advisors
Florida
$338K +$157 +1 +0%
OLA
1414
Oliver Luxxe Assets
New Jersey
$337K – – –
WA
1415
Waddell & Associates
Tennessee
$337K +$320K +2,042 New
LWM
1416
Liberty Wealth Management
California
$335K -$20.4K -130 -6%
KB
1417
Kimelman & Baird
New York
$335K +$318K +2,029 New
FA
1418
Fiducient Advisors
Illinois
$332K -$94K -600 -23%
SFS
1419
Solitude Financial Services
Virginia
$330K -$2.04M -13,031 -87%
HA
1420
Harbor Advisors
Florida
$330K – – –
PFS
1421
Physicians Financial Services
North Carolina
$330K – – –
BWA
1422
BDO Wealth Advisors
Florida
$329K – – –
ICG
1423
InterOcean Capital Group
Tennessee
$329K – – –
AP
1424
Americana Partners
Texas
$329K +$313K +1,996 New
TFA
1425
Toth Financial Advisory
Virginia
$328K +$470 +3 +0.2%
55 56
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58 59