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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1401
Tradition Wealth Management
Minnesota
$362K +$94.8K +626 +30%
TSWM
1402
Triangle Securities Wealth Management
North Carolina
$361K -$14.4K -95 -3%
HAIM
1403
Hunter Associates Investment Management
Pennsylvania
$360K – – –
SFI
1404
SPC Financial Inc
Maryland
$359K – – –
RIG
1405
Roosevelt Investment Group
New York
$356K – – –
EI
1406
Ellevest Inc
New York
$355K -$65.1K -430 -14%
BA
1407
Ballast Advisors
Minnesota
$354K -$605 -4 -0.2%
KF
1408
Krilogy Financial
Missouri
$352K – – –
PCMC
1409
Paragon Capital Management (Colorado)
Colorado
$352K – – –
LFM
1410
LGT Fund Management
Liechtenstein
$351K -$1.14M -7,532 -74%
CPIG
1411
Chicago Partners Investment Group
Illinois
$350K -$151 -1 -0%
WB
1412
Webster Bank
Connecticut
$350K – – –
SLA
1413
Silver Lake Advisory
Utah
$350K +$454 +3 +0.1%
T
1414
TOBAM
France
$348K -$30.9K -204 -7%
AWM
1415
Atticus Wealth Management
Florida
$347K – – –
FCAG
1416
First Capital Advisors Group
New Jersey
$346K -$324K -2,139 -45%
SB
1417
Strategic Blueprint
Georgia
$345K +$50.6K +334 +15%
DSC
1418
Duncker Streett & Co
Missouri
$344K – – –
TC
1419
Titleist Capital
Texas
$341K +$3.48K +23 +0.9%
SFS
1420
Solitude Financial Services
Virginia
$341K +$141K +929 +58%
RHAM
1421
Round Hill Asset Management
California
$340K – – –
HDIM
1422
Hanson & Doremus Investment Management
Vermont
$339K +$21.8K +144 +6%
CWG
1423
Cornerstone Wealth Group
North Carolina
$338K +$3.33K +22 +0.9%
VCM
1424
Vigilant Capital Management
Maine
$337K -$28.6K -189 -7%
HIM
1425
Harbour Investment Management
Washington
$337K – – –
55 56
57
58 59