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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
1451
Summit Securities Group
New York
$360K -$571K -3,854 -61%
QC
1452
Quent Capital
New York
$360K +$180K +1,212 +99%
IAN
1453
Integrated Advisors Network
Texas
$359K +$7.85K +53 +2%
T
1454
TOBAM
France
$359K -$22.4K -151 -6%
CIM
1455
Confluence Investment Management
Missouri
$358K +$3.11K +21 +0.9%
VI
1456
Versor Investments
New York
$357K -$858K -5,790 -71%
WCG
1457
Weaver Consulting Group
California
$357K +$9.78K +66 +3%
WIM
1458
Wittenberg Investment Management
Massachusetts
$356K – – –
LIA
1459
LS Investment Advisors
Michigan
$355K – – –
DIP
1460
DT Investment Partners
Pennsylvania
$354K – – –
RW
1461
REDW Wealth
New Mexico
$354K – – –
MAM
1462
Mystic Asset Management
Rhode Island
$353K +$104K +700 +41%
WIA
1463
Westbourne Investment Advisors
Maryland
$353K – – –
MPPLM
1464
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$349K +$36K +243 +11%
EWA
1465
EverSource Wealth Advisors
Alabama
$347K +$179K +1,209 +106%
GWANC
1466
Guardian Wealth Advisors (North Carolina)
North Carolina
$346K – – –
BHWM
1467
Bar Harbor Wealth Management
New Hampshire
$345K +$18.5K +125 +6%
PG
1468
Patten Group
Tennessee
$344K – – –
BWM
1469
BNC Wealth Management
Oregon
$343K -$673K -4,539 -66%
EWM
1470
Empirical Wealth Management
Washington
$343K -$25.3K -171 -7%
RHAM
1471
Round Hill Asset Management
California
$342K -$30.4K -205 -8%
CCA
1472
Cadent Capital Advisors
Oklahoma
$342K +$296 +2 +0.1%
BSB
1473
Bangor Savings Bank
Maine
$341K -$23.6K -159 -6%
SNBOSD
1474
Security National Bank of So Dak
Iowa
$340K +$119K +800 +53%
CHAM
1475
Clear Harbor Asset Management
Connecticut
$340K – – –
57 58
59
60 61