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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1476
Madison Asset Management
Wisconsin
$335K -$67.6K -409 -14%
MFT
1477
Moisand Fitzgerald Tamayo
Florida
$335K +$400K +2,419 New
TIS
1478
Tortoise Index Solutions
Kansas
$334K -$6.28K -38 -2%
LIA
1479
LS Investment Advisors
Michigan
$334K – – –
WIM
1480
Wittenberg Investment Management
Massachusetts
$334K – – –
CIM
1481
Confluence Investment Management
Missouri
$333K – – –
NA
1482
Navellier & Associates
Nevada
$333K – – –
SPF
1483
Steven Patrick Farmer
$333K +$396K +2,400 New
FFA
1484
Founders Financial Alliance
North Carolina
$332K +$98K +593 +33%
SFG
1485
Sunburst Financial Group
Alabama
$331K – – –
EWM
1486
Empirical Wealth Management
Washington
$331K +$180K +1,089 +84%
NAMP
1487
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$330K – – –
MFA
1488
Mayflower Financial Advisors
Massachusetts
$330K +$1.32K +8 +0.3%
SWM
1489
Silverlake Wealth Management
Vermont
$330K +$41.3K +250 +12%
DI
1490
DFPG Investments
Utah
$329K -$82.6K -500 -18%
PG
1491
Patten Group
Tennessee
$329K – – –
HDIM
1492
Hanson & Doremus Investment Management
Vermont
$328K -$5.12K -31 -1%
WCG
1493
Weaver Consulting Group
California
$327K -$42.9K -260 -10%
KC
1494
Kenfarb & Co
Kentucky
$327K – – –
SAM
1495
Secure Asset Management
Michigan
$327K +$330 +2 +0.1%
MBTD
1496
Mechanics Bank - Trust Department
California
$326K – – –
MFC
1497
Mechanics Financial Corp
Ohio
$326K – – –
APP
1498
Avantax Planning Partners
Iowa
$326K +$991 +6 +0.3%
CHAM
1499
Clear Harbor Asset Management
Connecticut
$323K +$4.46K +27 +1%
QIM
1500
Quantitative Investment Management
Virginia
$320K -$523K -3,166 -58%
58 59
60
61 62