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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1401
Proficio Capital Partners
Massachusetts
$750K -$1.79M -7,736 -70%
PL
1402
Plancorp LLC
Missouri
$750K -$39.1K -169 -5%
SWM
1403
SeaCrest Wealth Management
New York
$749K +$51.9K +224 +7%
CAM
1404
Cidel Asset Management
Ontario, Canada
$747K -$51K -220 -6%
SF
1405
Summit Financial
New Jersey
$746K +$746K +3,221 New
FMN
1406
Financial Management Network
California
$745K – – –
FFA
1407
First Foundation Advisors
California
$745K -$9.96K -43 -1%
TF
1408
Tompkins Financial
New York
$745K – – –
MAA
1409
Matrix Asset Advisors
New York
$744K -$3.71K -16 -0.5%
LJAC
1410
L.J. Altfest & Co
New York
$744K +$4.86K +21 +0.7%
BW
1411
Basepoint Wealth
Iowa
$744K -$134K -580 -15%
FIBT
1412
First International Bank & Trust
North Dakota
$737K – – –
SAM
1413
SignalPoint Asset Management
Missouri
$731K -$11.6K -50 -2%
BFA
1414
Brown Financial Advisors
Ohio
$730K +$730K +3,151 New
WP
1415
Westmount Partners
California
$728K -$4.17K -18 -0.6%
ERIM
1416
Eagle Ridge Investment Management
Connecticut
$727K – – –
EB
1417
Exchange Bank
California
$726K +$6.49K +28 +0.9%
FPCG
1418
Fort Pitt Capital Group
Pennsylvania
$726K +$7.87K +34 +1%
PHS
1419
Pekin Hardy Strauss
Illinois
$725K -$9.96K -43 -1%
AIM
1420
Aigen Investment Management
New York
$721K +$499K +2,153 +224%
PWM
1421
Purus Wealth Management
California
$721K +$926 +4 +0.1%
CYG
1422
Clean Yield Group
Vermont
$715K +$13.4K +58 +2%
RI
1423
Ridgewood Investments
New Jersey
$715K -$232 -1 -0%
RMCM
1424
Reynders McVeigh Capital Management
Massachusetts
$713K +$14.1K +61 +2%
CAM
1425
Cozad Asset Management
Illinois
$713K +$118K +508 +20%
55 56
57
58 59